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研報掘金丨長江證券:維持匯川技術“買入”評級,靜待新業務放量

長江證券研報指出,匯川技術(300124.SZ)預計24Q3歸母淨利潤11.8-13億元,同比-5%~+5%;預計前三季度歸母淨利潤31.87-35.19億元,同比-4%~+6%。政策預期強化,製造業景氣有望逐步改善。往後看,公司訂單結構中的光伏鋰電基數有望逐步下降,整體需求或逐步修復。此外,公司24Q3繼續加大國際化、能源管理、數字化等戰略業務投入,靜待新業務放量。重點關注公司市佔率提升、拓品類及海外市場拓展的節奏,預計2024-2026年公司實現歸母淨利潤49.8、60.6、76.1億元,對應PE分別為31、26、20倍。維持“買入”評級。

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