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研報掘金丨海通證券:維持衞星化學“優於大市”評級 技術攻關取得新突破

海通證券研報指出,單季度看,2024Q3衞星化學(002648.SZ)實現營收128.75億元,同比+9.89%;實現歸母淨利潤16.37億元,同比+2.08%。2024年,公司加快推進連雲港α-烯烴高端新材料產業園項目一階段建設,助力推製造業向高端化、綠色化轉型升級。該項目預計將於2025年底建成,2026年初正式投產。同時,衞星能源三期80萬噸多碳醇項目一階段投產,實現C3產業鏈耦合閉環,產業鏈韌性進一步增強。公司技術攻關取得新突破,多項技術達到國際先進水平。按照2024年EPS以及12-14倍PE,對應合理價值區間21.48-25.06元,維持“優於大市”評級。

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