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研報掘金丨民生證券:股權激勵助力長期成長 維持數字政通“推薦”評級
格隆匯 05-26 15:55
格隆匯5月26日丨民生證券發研報指,數字政通(300075.SZ)發佈2023年限制性股票激勵計劃(草案)。激勵涉及範圍廣,業績考核目標體現公司發展信心。此外,《國家水網建設規劃綱要》發佈,公司作為智慧管網龍頭有望受益。大量城市數據領域積累,數據要素領域大有可為。民生證券表示,公司是“一網統管”等領域的領軍企業,持續深耕相關細分領域,自身競爭實力不斷提升。數據要素大時代下,公司擁有大量城市管理等領域數據資源,有望在數據要素行業發展中長期受益。預計公司2023-2025年歸母淨利潤分別為3.42、4.42、5.63億元,對應PE分別為38X、30X、23X,維持“推薦”評級。
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