On April 24th, Zhongyuan Securities released a research report stating that it gave Jingke Energy (688223. SH, latest price: 7.69 yuan) an increase in holdings rating. The main reasons for the rating include: 1) achieving a record high performance throughout the year and putting pressure on profits in the fourth quarter; 2) The company maintains a leading position in the TOPCon battery field, with continuous growth in integrated production capacity; 3) The company's TOPCon battery conversion efficiency continues to improve, and it reserves new technologies and processes to maintain technological leadership; 4) In 2024, the supply of the photovoltaic industry will remain abundant, and the industry will accelerate the survival of the fittest. Risk warning: The photovoltaic industry chain's capacity expansion is too fast, and there is a risk of phased oversupply; The risk of lower than expected global demand for photovoltaic installation; Changes in international trade policies and risks of trade frictions.
AI review: Jingke Energy has received attention from three securities research reports in the past month, with one buying and one increasing its holdings.