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研報掘金丨華鑫證券:集智股份水聲業務有望創造新的利潤點,維持“買入”評級
格隆匯 08-08 14:32
格隆匯8月8日丨華鑫證券7日研報指出,集智股份(300553.SZ)上半年歸母淨利潤和扣非淨利潤均創上市以來最好水平。公司沿着動平衡機業務橫向延申業務鏈條,積極開拓智能製造生產線業務。公司子公司諦聽科技於5月25日新增業務範圍,包括海洋環境監測與探測裝備/導航、測繪、氣象及海洋專用儀器/水下系統和作業裝備的製造與銷售。公司水聲業務有望創造公司新的利潤增長點。暫不考慮可轉債發行,預測公司2023-2025年收入分別為4.81、7.52、15.01億元,EPS分別為0.81、1.83、3.09元,當前股價對應PE分別為64.0、28.3、16.7倍,維持“買入”投資評級。
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