太平洋给予海博思创买入评级

每日经济新闻2025-05-06

太平洋05月06日发布研报称，给予海博思创（688411.SH，最新价：75.15元）买入评级。评级理由主要包括：1）公司是全球储能系统领先公司，底层产品力优秀；2）风光储平价后，储能迎来市场化大发展阶段，海博思创充分受益；3）立足国内+海外加速+AI赋能，公司上市后长期成长空间打开。风险提示：下游需求不及预期、行业竞争加剧、新业务不及预期。AI点评：海博思创近一个月获得3份券商研报关注，买入1家...

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