A股異動 | 東方電纜(603606.SH)跌6% Q4業績略低於預期
格隆匯3月25日丨東方電纜(603606.SH)現報56.01元,跌5.94%,暫成交14億元,最新市值385億元。東方電纜昨日公佈業績稱,2021年公司實現營業收入79.32億元,同比增長57%;歸屬於上市公司股東的淨利潤11.89億元,同比增長33.98%;基本每股收益1.81元。績後中信證券發研報指,Q4業績略低於預期,或由於海風搶裝潮中部分項目未在年內全容量吊裝,公司部分海纜訂單存在交付和確認進度靠後的情況。不過,中信證券稱,受益於海上風電搶裝,公司2021年業績保持高速增長,並預計在經歷2022年海上風電平價上網調整期後,未來有望迎來增長加速。予目標價72元(對應2022年35倍PE),維持“買入”評級。

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