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研報掘金丨開源證券:印尼煉化項目將助力新鳳鳴盈利水平大幅提升,維持“買入”評級
格隆匯 06-27 13:24
格隆匯6月27日丨開源證券26日研報指出,新鳳鳴(603225.SH)發佈啟動泰昆石化(印尼)有限公司印尼北加煉化一體化項目的公吿,由泰昆石化為主體,待項目審批通過後擬建設 1,600 萬噸/年煉油項目。公司在滌綸長絲領域精耕細作,此舉向上延伸打通全產業鏈,將為公司打開廣闊成長空間。維持2023-2025年盈利預測,預計實現歸母淨利潤9.05、18.05、25.36億元,對應EPS分別 0.59、1.18、1.66元/股,當前股價對應PE分別為18.0、9.0、6.4倍。當前主業長絲行業低點已過,盈利狀況持續修復,未來向上彈性可期,印尼煉化項目將助力公司盈利水平大幅提升,維持“買入”評級。
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