Guosheng Securities Maintains Buy on Penghui Energy, Citing AIDC and Humanoid Robot Battery Push

Guosheng Securities has maintained its “Buy” rating on Penghui Energy, saying the company is actively building out batteries for AIDC and humanoid robots. In robotics, Penghui Energy has established cooperation with leading domestic customers and has delivered small-batch samples, according to the research note. The broker’s valuation, based on the November 10 closing price, implies price-to-earnings ratios of 13.1x for 2026, 8.5x for 2027 and 6.9x for 2028. The call points to the battery maker’s effort to extend from its core business into emerging applications such as AI data centers and embodied intelligence, where power density, safety and cycle life are key requirements. The small-batch sampling stage suggests early commercial validation, while the low forward PE multiples indicate that the market may still be pricing in limited contribution from these new segments.