研報掘金丨中金:愛美客推動“質量回報雙提升” 看好龍頭成長前景
中金公司研報指出,愛美客(300896.SZ)發佈《關於推動“質量回報雙提升”行動方案》,認為充分表明公司對主業質量和股東回報的雙重信心。公司作為國內醫美龍頭企業,持續加強研發創新、拓展業務佈局,引領行業高質量發展;同時堅持穩定、可持續的股東回報機制,最近三年累計現金分紅佔可供分配利潤的55.64%,並通過股權激勵、回購股份以及實控人增持,不斷提振市場信心。該行重申看好公司差異化管線佈局及優秀銷售能力帶來的廣闊成長空間。維持跑贏行業評級和目標價408元,對應24年36xP/E,有27%上行空間。
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