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研報掘金丨民生證券:捷順科技受益城中村改造,維持“推薦”評級
格隆匯 07-26 14:31
格隆匯7月26日丨民生證券研報指出,捷順科技(002609.SZ)是國內智慧停車龍頭,在新一輪城中村改造開啟後,將再次迎來黃金髮展期。預計公司2023-2025年歸母淨利潤分別為2.43、3.36、4.45億元,對應PE分別為28X、20X、15X,維持“推薦”評級。公司擁有完整的解決方案,切實解決城中村改造相關問題。公司主推的無人值守雲託管停車場方案、充電樁投建方案、智慧社區解決方案,以及和政府單位聯合推進的國有停車資產數字化盤活方案等,以降低老舊小區停車管理成本、提升停車服務質量為特點,在北上廣深、重慶等超大特大城市的諸多城中村、保障房中成功落地應用。
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