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研報掘金丨中金:維持大金重工“跑贏行業”評級 預計今年有望承接更多訂單
格隆匯 02-08 16:55
中金公司研報指出,預計大金重工(002487.SZ)2025年海外海工和國內海風業務均有望釋放業績彈性,同時新能源電站運營業務也有望貢獻增量收益。此外,公司海外海工新簽訂單在經歷2024年階段性表現偏淡後,預計今年有望承接更多訂單。考慮到公司海外海工業務確收方式由FOB逐步切換至DAP,部分在手項目交付確收可能受船期影響有所延後,維持2024年盈利預測不變,下調2025年淨利潤預測7.4%至7.0億元,新引入2026年盈利預測9.1億元。持續看好公司海工出海業務競爭力,維持公司“跑贏行業”評級,維持公司目標價26.28元。
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