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研報掘金丨浙商證券:華測檢測中報業績符預期,加碼佈局半導體等戰略賽道,維持“買入”評級
格隆匯7月12日丨浙商證券11日研報指出,華測檢測(300012.SZ)2023年上半年預計實現歸母淨利4.22-4.37億元,同增17%-21%,符合預期。2023Q2預計實現歸母淨利潤2.78-2.92億元,同比預增15%-21%。公司是我國檢測檢驗行業龍頭,傳統業務優勢突出,加碼佈局戰略賽道。公司持續深入推進精益管理,提質增效,注重提升服務質量和運營效率,總體利潤率較上年同期有所提升,長期看好公司業績持續穩健增長。檢測行業國內市場規模超4000億元,預計“十四五”期間行業增速約為10%。另外,公司傳統領域龍頭優勢凸顯,加碼佈局醫藥醫學、新能源、半導體等戰略賽道。精細化管理夯實發展基礎,運營效率持續提升,對標海外龍頭成長潛力足。維持“買入”評級。
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