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Co-Tech

6 atoms · 跨 2 天 · 首见 2026-05-19 · 最近 2026-05-23

三色: 🟦 fact 0 · 🟥 take 6 · stance ▲6/▼0/◆0

来源: 群 1 · X 5

时态: fresh:5 · stale:1

标签: 好数字:4 · 好观点:2

2026-05-19 · 2028年盈利预期
we forecast Co-Tech’s earnings to grow 10x by 2028 compared to 2025 (a 120% CAGR for 2025–28E)
tags: 好数字 · → daily
value: qty=10x增长（与2025年相比） · date=2028
2026-05-19 · 产能翻倍预期
driven by a doubling of capacity
tags: 好数字 · → daily
2026-05-19 · ASP增长预期
I can assure u that ASP increase will be much much greater than 100%
tags: 好数字 · → daily
value: qty=超过100%增长 · direction=increase
2026-05-19 · 2028 earnings vs 2025
we forecast Co-Tech’s earnings to grow 10x by 2028 compared to 2025 (a 120% CAGR for 2025–28E)
tags: 好数字 · → daily
value: qty=10x · date=2028 vs 2025
2026-05-19 · HVLP3+ pricing strategy
considering Co-Tech’s proactive pricing strategy, we expect the company to begin raising processing fees in 2H26, with an estimated price hike of at least 3–5% per quarter starting in 2Q26
tags: 好观点 · → daily

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2026-05-23 [老旧] · 作为第二供应商的高端铜箔稀缺性交易
Co-Tech could be the 'second qualified supplier' scarcity trade: Capacity running near 100% utilization, mix shifting higher, ASP going up, high-end HVLP copper foil carrying much better margins than traditional HTE foil
tags: 好观点 · → daily