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华源证券给予国能日新买入评级,功率预测客户数量持续增长电力交易有望迎来机遇
Mei Ri Jing Ji Xin Wen· 2025-08-29 07:55
(记者 谭玉涵) 免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。 每经AI快讯,华源证券8月28日发布研报称,给予国能日新(301162.SZ,最新价:56.39元)买入评 级。评级理由主要包括:1)公司发布2025年中报;2)收入继续增长但毛利率下滑,主要与产品交付结 构有关,新取得客户数量持续增加;3)受行业因素影响,新能源并网控制产品收入小幅下滑;4)新能 源入市在即,创新类产品有望迎来机遇。风险提示:风光装机增长不及预期,行业竞争加剧,电力体制 改革进展不及预期。 每经头条(nbdtoutiao)——申请超2万份,已开出41家,加盟海底捞,你要准备多少钱?1000万元不算 多,真实"账单"公布 ...
一心堂(002727) - 2025年6月4日调研活动附件之投资者调研会议记录
2025-06-05 10:16
Group 1: Store Transformation and Impact - The selection of existing store locations is based on the target demographics of each region, with a focus on transforming suitable stores for new product lines [2] - The non-pharmaceutical product sales ratio has increased post-transformation, but this does not negatively impact pharmaceutical sales, as the latter remains the core business [3] - Data from sample stores indicate that after transformation, transaction frequency has increased, leading to higher sales and customer traffic [4] Group 2: Product Categories and Profitability - Different product categories have varying profit margins, with both high and low-margin items present in each category [5] - Transformed stores have reported higher profit margins post-renovation, with increased customer traffic and sales driven by innovative products [6] Group 3: Cost and Training Considerations - The transformation of stores does not significantly increase fixed asset or labor costs, as display optimization and collaboration with suppliers help manage expenses [7] - Training for staff on innovative product sales is conducted collaboratively by suppliers and the company's management to ensure employees are well-informed [7]