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A股異動 | 拓邦股份漲超6% 績後獲券商看好
格隆匯 02-28 10:49
格隆匯2月28日丨拓邦股份(002139.SZ)股價高位盤整,現報12.8元,漲幅6.2%,總市值162.5億。公司27日披露2022年度業績快報,營業收入88.77億元,同比增長14.29%;歸屬於上市公司股東淨利潤5.86億元,同比增長3.66%。中金公司指公司單4季度收入同比增長9%至23.4億元,歸母淨利潤同比由負轉正至1.3億元。展望2023年,隨着海外通脹緩和、出口回暖、下游廠商去庫存等邊際變化趨勢逐步清晰,收入增速有望迴歸20%以上,且隨着4Q22起高價庫存基本消化,23年毛利率有望逐季回升,釋放利潤彈性,維持跑贏行業評級以及17.6元目標價不變。

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