A股異動 | 中兵紅箭(000519.SZ)五連升漲超20% 浙商證券首予公司買入評級
格隆匯3月22日丨中兵紅箭(000519.SZ)股價繼續走強,現報21.78元,漲幅7%,總市值303.3億;五連升累計漲超20%。浙商證券指,公司作為智能彈藥A股稀缺標的,未來新增智能彈藥列裝+實戰演練頻率提升帶來的消耗利好需求增長。此外,因培育鑽石需求放量,公司現有產能更多向其傾斜,工業金剛石產能被擠壓,價格因產品供不應求持續上漲,盈利能力有望持續提升。預計2021-2023年淨利潤4.8/10.4/13.6億,增速分別為76%、115%、30%,複合增速70%,PE為57/27/20倍,首次覆蓋,給予“買入”評級。

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