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研報掘金丨安信證券:北鼎股份Q2盈利能力同比明顯改善,維持"買入-A評級
格隆匯 07-20 14:23
格隆匯7月20日丨安信證券研報指出,北鼎股份(300824.SZ)Q2收入表現短期承壓,但盈利能力同比明顯改善。隨着國內消費復甦,公司產品定位高端,有望受到品質消費人羣青睞,後續收入有望回升。北鼎Q2營業利潤率14.0%,同比+11.1pct,主要因為成本改善及效率優化措施效果顯現。Q2北鼎淨利率回升至13.3%,同比+10.0pct。該行認為公司不斷提高生產效率,優化產品結構,盈利能力有望持續提升。北鼎產品定位高端,有望受益於國內消費升級。公司不斷優化產品結構,擴展新品類,推動自主品牌出海,擴張全渠道用户觸點,經營業績有望持續快速增長。該行預計公司2023~2025年EPS為0.27/0.34/0.42元,維持買入-A的投資評級,給予2023年42倍的動態市盈率,相當於6個月目標價為11.50元。
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