研報掘金丨方正證券:格力電器上半年空調收入雙位數增長遠優於行業,予“推薦”評級
方正證券研報指出,格力電器(000651.SZ)24H1空調收入雙位數增長遠優於行業,內外銷齊頭並進。公司作為白電行業龍頭,立足空調主業,積極拓寬產品線,同時多元化業務佈局穩步推進,工業製品、綠色能源領域有望帶來新的成長增量,盈利能力或將持續改善。第三期員工持股計劃有利於進一步完善股東與經營管理層、中層幹部及核心員工之間的利益共享、風險共擔機制,促進發展戰略和經營目標的實現。該行預計,24-26年公司歸母淨利潤分別為315/337/369億元,對應EPS 分別為5.59/5.99/6.55 元,當前股價對應PE分別為7.17/6.69/6.11 倍。給予“推薦”評級。
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