長春高新(000661.SZ)高開4% 2019年業績預增60%-80%
格隆匯1月3日丨長春高新(000661.SZ)高開3.98%,開報460元,盤前成交7351萬元,最新總市值931億元。公司昨晚發佈業績預告稱,預計2019年全年歸母淨利潤16.10~18.11億元,同比增60%~80%。業績增長的主要原因包括:1)控股骨幹製藥企業收入增長;2)房地產開發項目結算收入同比上升;3)2019年11月起按持股比例99.5%合併金賽藥業的財務報表。國信研究稱,業績超預期主要來源於金賽藥業高增長:按照業績預告的中值即17.11億估計,金賽藥業全年業績超19億,同比增速約70%。剔除金賽並表因素,長春高新全年業績的同比口徑增速約50%~70%。估計長春百克和華康藥業業績小幅增長,房地產業務穩健增長,對其維持“增持”評級。
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