A股異動 | 恆逸石化漲4.2% 將大幅受益於文萊煉化一期項目投產
恆逸石化(000703.SZ)漲4.2%,報12.91元,成交5172萬元,總市值366億元。國金證券指出,恆逸石化將大幅受益於文萊煉化一期項目投產,成本優勢、税收優勢帶來顯著超額利潤,具備大幅脱離週期影響的能力。恆逸石化在聚酯長絲環節成本領先行業。參股浙商銀行,受益於浙商銀行穩健增長。文萊煉化項目盈利弱週期化,PX/PTA/聚酯一體化配套產業在未來行業頭部集中格局中具備強者恆強效應。股東看好公司發展進行大手筆回購。國金證券認為公司估值較低,給予公司“買入”評級。看好以文萊項目為首帶動滌綸/錦綸雙綸產業鏈發展的穩健發展邏輯,維持公司未來12個月21.00元目標價位,目標價對應2019/2020/2021年市盈率22.66/11.96/10.76倍。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.