风电海工装备
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【研选行业+公司】PE仅13.9倍!机构指出这家风电海工装备龙头价值被低估
第一财经· 2025-09-28 13:45
Group 1 - The article highlights that a leading wind power and marine equipment company has a market share of 25% in Europe and an export gross margin exceeding 30%, with a price-to-earnings (PE) ratio of only 13.9 times, indicating significant undervaluation due to three expected discrepancies identified by institutions [1] - There is a major disturbance in the copper mining sector, with analysts issuing a strong call for a warning of a 400,000-ton reduction in copper production, suggesting a turning point in the supply-demand balance and indicating that it is an opportune time to invest in quality mining companies [1]