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思源电气 - 海外业务增长即将起飞
2025-11-17 02:42
November 16, 2025 08:44 PM GMT Sieyuan Electric | Asia Pacific Overseas Growth To Take Off | What's Changed | | | | --- | --- | --- | | Sieyuan Electric Co.Ltd. (002028.SZ) | From | To | | Price Target | Rmb128.80 | Rmb192.30 | We see Sieyuan accelerating market gains overseas, amid the global transformer supply tightness, incremental demand from AIDC, a proven operational track record in the overseas high-end market, and its leading R&D capability. We raise PT by 49.3% to Rmb192.3, implying 2026 PEG 1.0x. ...