研报掘金丨平安证券：维持鹏辉能源“推荐”评级，看好后续脱困后的增长潜力

格隆汇08-26

平安证券研报指出，鹏辉能源上半年归母净亏损0.88亿元，同比由盈转亏。第二季度，公司实现归母净亏损0.43亿元，同比由盈转亏。公司自2024Q4以来连续三个季度单季净亏损。公司作为全球领先的锂电池制造商之一，聚焦储能电池赛道，实力优良。考虑到公司上半年业绩为亏损，且锂电池价格竞争情况可能为公司业绩带来一定压力，我们下调公司2025/2026/2027年归母净利润预测为0.4/2.2/3.0亿元（...

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