研報掘金丨天風證券:精工鋼構新簽訂單持續高增,轉型邏輯有望加速兑現,維持“買入”評級
格隆匯7月11日丨天風證券10日研報指出,精工鋼構(600496.SH)新簽訂單高增,估值處於歷史相對低位。23Q2公司新籤合同金額56.9億元,同比+47.2%,23年以來公司訂單承接顯著提速。同時大額訂單承接量逐步提升,也有利於提高公司的利潤率。從估值角度,截至7月10日收盤,公司PE處於21年以來7.7%歷史分位,估值處於歷史相對低位,建議關注。公司夯實主業的同時,持續推進信息化和數字化轉型,BIPV及合營連鎖持續推進,有望推動公司盈利能力持續改善。維持此前預測,預計23-25年歸母淨利潤為8.6/10.7/13.1億元,參考可比公司估值,給予23年13倍PE,對應目標價5.56元,維持“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.