研報掘金丨財通證券:運達股份風機盈利企穩,“兩海”戰略取得突破 予“增持”評級
格隆匯5月10日丨財通證券研報指出,運達股份(300772.SZ)2022年年報和2023年一季報營業收入同比持續高增。其中,風電主機業務盈利能力企穩,風電機組對外銷售容量增長明顯+大容量機組佔比高,此外,公司持續推進海上風電基地及海上風電資源開發,“兩海”戰略實現歷史性突破。該行預計公司2023-2025年實現營業收入173.0/203.6/244.5億元,歸母淨利潤7.5/8.7/11.7億元,對應PE分別為12.4/10.7/7.9倍,給予“增持”評級。
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