研報掘金丨天風證券:維持格力電器“買入”評級,空調業務有望迎來拐點
天風證券研報指出,格力電器(000651.SZ)四季度隨着以舊換新推進,國內空調行業零售增速顯著提升,公司空調業務有望迎來拐點。預計24-26年公司歸母淨利潤分別為310/329/347億元,對應PE 為8.2x/7.7x/7.3x,維持“買入”評級。此外,公司中期向全體股東每10股派發現金紅利10元(含税),不送紅股,不以公積金轉增股本,共計派發現金紅利5,521,943,646元,分紅比例為39%。彰顯公司重視股東回報。
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