研報掘金丨國聯證券:募投項目保障持續增長,維持萬馬股份目標價15元及“買入”評級
格隆匯5月24日丨5月23日晚,萬馬股份(002276.SZ)發佈《2023年度向特定對象發行股票預案》,公司擬定增募集不超過17億元現金。國聯證券研報指出,控股股東將等比例認購以保持控股地位,這不僅保持了原有的控股地位,同時可以與市場分享投資收益。另外為鞏固公司新材料研發優勢低位並吸引優秀人才,公司計劃為萬馬上海新材料研究院配套募集研發大樓購置資金,同時補充部分流動資金。認為本次募投項目將為公司長期增長奠定良好的基礎。該行給予公司2024年19倍PE,維持目標價15元,維持“買入”評級。
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