研報掘金丨長江證券:今世緣業績確定性較強,維持“買入”評級
長江證券研報指出,今世緣(603369.SH)2023年順利完成目標,2024Q1平穩增長。利潤端增速與收入增速整體差異不大,毛利率變化與費用率變化基本對沖。公司2023年歸母淨利潤31.36億元(同比+25.3%)、2024Q1歸母淨利潤15.33億元(同比+22.12%)。當前公司逐步完成核心單品換代工作,展望2024年,公司提出為渠道減負,產品市場氛圍持續提升,業績確定性較強。預計公司2024-2025年EPS為3.04/3.70元,對應最新PE為19/16倍,維持“買入”評級。
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