研報掘金丨德邦證券:萬華化學Q2產品銷量環比增長顯著,維持“買入”評級
格隆匯8月10日丨德邦證券9日研報指出,二季度萬華化學(600309.SH)產品銷量環比增長顯著,驅動業績環比改善;銷售毛利率環比下降,但銷售淨利率環比繼續改善。公司規劃有多個新項目,項目未來投產後將成為業績增長的新動能。考慮聚氨酯等產品景氣度回暖、公司新項目建設情況,該行預計2023-2025年公司每股收益分別為6.53、7.94、9.76,對應PE分別為14.85、12.22、9.94,維持“買入”評級。
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