研報掘金丨中金:維持榮盛石化“跑贏行業”評級,目標價12.4元
中金公司研報指出,榮盛石化(002493.SZ)預計上半年歸母淨利潤8~11億元,同比扭虧為盈;即2Q24歸母淨利潤2.48~5.48億元,比-27.4%~+60.5%,環比-55.2%~-0.9%。業績預吿符合預期。根據公司公吿,1H24浙江石化1萬噸/年聚醚多元醇、逸盛大化100萬噸/年多功能聚酯切片及50萬噸/年擴建項目陸續投產。公司積極開展股份回購及增持計劃,自1月19日以來公司第一大股東榮盛控股累計增持公司股份1.01億股,佔公司總股本的1.0022%,體現公司對於未來發展的信心。此外,與沙特阿美深度合作,國內和海外項目邁入新徵程。維持“跑贏行業”評級,該行仍看好公司新項目佈局帶來的中長期成長空間,維持目標價12.4元。
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