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A股異動 | 索通發展(603612.SH)漲逾5% 績後獲券商看好
格隆匯 07-19 14:25
格隆匯7月19日丨索通發展(603612.SH)繼續走強,盤中最高見20.39元創四個月新高,現報19.95元,漲幅5.4%,最新總市值91.6億,換手率6.4%。公司15日公吿稱,預計今年上半年歸屬於上市公司股東的淨利潤為2.6億元到2.9億元,同比增加319.93%到368.39%。國信證券指,據此推算公司2021Q2實現歸母淨利潤1.5-1.8億元,實現扣非歸母淨利潤1.5-1.8億元,大超預期。考慮到公司是國內商用預焙陽極領域唯一的上市公司,通過新建產能或併購存量產能,產能有望實現快速擴張,提升市佔率和行業話語權,維持“買入”評級。

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