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研報掘金丨浙商證券:大豐實業與中國歌劇舞劇院簽署戰略合作協議,轉型運營打開成長空間
格隆匯5月30日丨浙商證券29日研報指出,大豐實業(603081.SH)日前與中國歌劇舞劇院簽署戰略合作協議,深度合作助力文藝產業高質量發展。中國歌劇舞劇院是我國文旅部的直屬事業單位,合作協議的達成對於大豐實業戰略轉型具有重大意義,看好公司文體旅產業綜合向好發展。目前亞運會臨近,公司作為杭州亞運會官方供應商之一,產品和解決方案應用於本屆比賽36個場館,多項業務均有望受益。該行預計受益消費復甦及政策支持,2023年國內文化中心、大劇院、體育中心、主題樂園等文體旅場館建設及招標有望回暖加速,公司下游文旅體產業景氣度將大幅回升。另外,公司轉型運營打開成長空間。公司傳統業務結構升級,文創及運營業務將提升服務性收入,增厚利潤空間。預計公司2023-2025年業績加速增長,維持“買入”評級。
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