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2026-09-03 11:35:57 Daiwa issued a research report initiating coverage on ANKER (00668.HK) with a Buy rating and a target price of HKD170. The broker said the company, as a leading consumer electronics brand, recorded YoY revenue growth of 25% to 31% in 1H26 across its three major product lines, namely smart charging and energy storage, smart home, and smart audio-video products. Among them, energy storage solutions (ESS) were the strongest revenue growth driver, with revenue increasing about 10x from 2022 to 2025 to around RMB4.5 billion. Daiwa forecast that revenue CAGR for ANKER's ESS business could reach 41% from 2025 to 2028, outpacing the company's overall revenue growth of 24% during the same period. The growth is mainly driven by supportive EU policies and the popularity of balcony photovoltaic products amid the Middle East energy crisis. The broker currently expects ESS revenue growth to accelerate from a YoY increase of 45% in 1H26 to more than 60% growth in 2H26, supported by strong sales of the new-generation Anker Solix S2000 launched in June and business expansion into more EU countries. In addition to core markets such as Germany, Austria and Switzerland, the United Kingdom and the Netherlands are expected to become new growth drivers. (gc/a)~ AASTOCKS Financial News Website: www.aastocks.com This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. | |