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A股異動丨海爾智家漲5.32% 海外市場全面增長 收入已佔半壁江山
格隆匯 10-31 14:59
格隆匯10月31日丨海爾智家(600690.SH)漲5.32%,報16.03元,成交10.64億元,總市值1021億元。

公司昨日發佈三季報,2019年前三季度實現營業收入1488.96億元,同比增長7.72%;歸母淨利潤77.73億元,同比增長26.16%。其中2019年第三季度實現營業收入499.16億元,同比增長4.56%;歸母淨利潤26.22億元,同比增長90.97%。
公司海外市場收入增幅25%,佔比47%。藉助研發生產技術優勢,公司海外收入近100%為自有品牌收入,有別於貼牌代工低毛利的方式,公司已實現創牌,並且海外區域市場全面增長。
華西證券隨後發佈研報稱,公司在高端產品市場市佔率領先,全球化運營戰略下海外市場實現高增長。公司引領場景方案替代產品和生態覆蓋行業的轉型,積極推進衣聯網、食聯網、空氣網等生態圈建設及對相關行業的賦能轉型。從“網器—場景—生態”轉型,可以在商業模式上實現多元收入擴展。預計公司2019-2021年實現營業收入2009.65/2221.36/2430.74億元,同比增長9.63%/10.53%/9.43%,EPS為1.28/1.45/1.63元,首次覆蓋給予“增持”評級。
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