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研報掘金丨開源證券:嘉益股份(301004.SZ)2022年業績表現亮眼 看好業績拐點向上 維持“買入”評級
格隆匯 05-22 18:18
格隆匯5月22日丨開源證券發研報指,嘉益股份(301004.SZ)2022年公司受益於保温杯行業高景氣度,營收及業績表現亮眼,分別同增+115.1%/+230.9%。2023Q1公司實現營收2.4億元,同增32.5%,實現歸母淨利潤5315.0萬元,同增61.0%,公司憑藉大客户綁定及較強的生產製造水平,表現繼續優於貝塔。展望2023年,開源證券對公司下游主要客户訂單預期樂觀。業績層面看,公司或受益於高單價大杯型產品訂單佔比提升及部分費用提前充分計提,全年費用扣除空間有限,利潤率仍有提升空間,業績高基數下穩步增長可期。該行維持盈利預測,看好公司業績拐點向上,繼續維持“買入”評級。
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