研報掘金丨國信證券:金宏氣體Q2綜合業務延續高增長,維持“買入”評級
格隆匯7月14日丨國信證券13日研報指出,金宏氣體(688106.SH)預計2023年半年度實現淨利潤為1.53億元到1.74億元,同比增加45%到65%,Q2綜合業務延續高增長。面對下游市場需求呈現的週期波動,公司大宗氣體與電子氣體均衡發展,實現兩大業務雙輪驅動,持續放量。針對大宗零售市場,公司堅定發展橫向拓展戰略,將華東片區的整合經驗逐步向區域外複製,長期看好公司跨區域經營,提升整體經營效率能力,逐步打造全國大宗氣體供應民族龍頭企業。電子氣體板塊,特氣新產能有序推進,持續在客户的新舊產線實現國產替代;電子大宗載氣項目嶄露頭角,團隊、技術、服務能力全國領先,逐漸站穩國內電子大宗載氣業務第一梯隊。預計公司2023-2025年歸母淨利潤分別為3.32/4.49/5.11億元,對應EPS分別為,0.68/0.93/1.05元,堅定維持“買入”評級。
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