研報掘金丨華鑫證券:金宏氣體業績穩步增長,新客户訂單不斷突破,予“買入”評級
格隆匯6月13日丨華鑫證券12日研報指出,金宏氣體(688106.SH)業績穩步增長,整體盈利能力不斷提高;研發投入持續增長,特氣產品毛利率不斷提高。另外,電子大宗氣訂單獲得多項突破,TGCM業務取得首個IC領域客户合作,對增加IC客户粘性、協同電子氣業務開拓具有重要意義。此外,新增7種電子特氣產線建設,積極踐行電子特氣國產化之路。公司電子特氣產品品類的不斷豐富,進一步鞏固了公司市場地位的同時,也為電子特氣國產化貢獻了力量。該行預測公司2023-2025年收入分別為24.02、30.05、36.67億元,EPS分別為0.63、0.82、1.00元,當前股價對應PE分別為37.9、29.4、24.0倍,給予“買入”投資評級。
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