Re: [標的] 2206 三陽工業 長期持有 多
拋磚引玉討論一下好了
重心放在鋁電池以及油電混合系統
首先商品亮相離量產甚至上路都還需要一大段時間,跟中油合作的換電系統又再拖了一年
。
鋁電池離子液體成本貴,我相信短期間要技術突破不是一件簡單的事
油電量產抓在24Q3我認為還會繼續延
這中間等待期會碰到什麼?
東南亞銷售我相信能繼續成長畢竟市占率本來就低,台灣呢?廈杏外銷呢?未來能持平or
衰退?東南亞的成長是否能cover
南陽實業的現代汽車銷售明年甚至後年還能繼續強勢嗎?車市是否走完復甦or轉為衰退?
今年的財報沒懸念沒對不起目前的股價,未來要增加市場對它本益本益比的提升,還是會
經歷一段空窗期
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