A股異動 | 年度業績預增疊加獲券商看好 光威復材漲超8%
格隆匯1月13日丨光威復材(300699.SZ)漲8.6%,報49.85元,暫成交5.25億元,最新總市值258億。公司10日公告稱,預計2019年歸屬於上市公司股東的淨利潤5億至5.38億元,同比增33%-43%。東吳證券指,公司產品的主要應用領域軍工和風電碳樑都面臨着下游需求的快速增長,同時公司軍工業務產線正處於規模效應上升期,碳樑業務預計也將在包頭項目投產後實現利潤水平顯著提升,此外公司也在積極拓展壓力容器、建築補強等其他碳纖維應用領域,認為公司具有良好的成長性,看好公司長期發展前景。預計公司2019-2021利潤為5.14億元、6.28億元、7.58億元,對應PE為46倍,38倍,31倍,維持“買入”評級。

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