Workflow
中国工业科技:数据更新:微调对覆盖范围内部分公司的预测
高盛(中国)证券·2024-12-31 03:07

Investment Rating - The report provides investment ratings for 2,988 stocks globally, categorizing them into buy, hold, and sell ratings, with neutral ratings for those not assigned a specific rating [3][18]. Core Insights - The report indicates a slight adjustment in the 2024-30 forecasts for certain companies, with target prices modified by -4% to +4% based on recent order trends and end-market dynamics [11][27]. - The report highlights that the industrial automation sector in China has shown positive order growth, attributed to specific factors related to the companies involved [11][19]. Summary by Relevant Sections Company Ratings and Target Prices - Haitian International (1882 HK): Current price 31.1, target price 57% upside from last close [12]. - Hongfa (600885.SS): Current price 37.8, target price 22% upside from last close [12]. - Shuanghuan (002472.5Z): Current price 31.6, target price 10% upside from last close [12]. - Inovance (300124.SZ): Current price 61.2, target price 5% upside from last close [12]. - Supcon (688777.5S): Current price 50.5, target price 1% upside from last close [12]. - Yiheda (301029.5Z): Current price 25.5, target price 0% upside from last close [12]. - Faratronic (600563.SS): Current price 118.5, target price 0% upside from last close [12]. - OPT Machine Vision (688686.SS): Current price 64.4, target price -11% downside from last close [12]. - BEST (300580.8Z): Current price 20.4, target price -15% downside from last close [12]. - Estun (002747.8Z): Current price 11.3, target price -3% downside from last close [12]. Market Dynamics - The report notes that certain industrial indicators in China have shown an upward trend, suggesting a recovery in the sector [11][19]. - The report emphasizes the importance of monitoring order trends and market dynamics to assess future performance [11][27].