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研報掘金丨國泰君安:維持愛瑪科技“增持”評級,目標價54.81元
格隆匯 02-12 16:44
國泰君安研報指出,愛瑪科技(603529.SH)經銷商大會發布新定位、新產品、新打法,全方位蓄勢2025年品牌表現。內部經營治理方面,公司持續優化經營效率費用,通過IPD提升產品競爭力,加強營銷力,提升產品毛利,優化產品結構,助力2025年全面實現公司的第六個五年計劃。參考行業估值水平,考慮公司優勢品牌定位及精細化渠道管理能力帶來的估值溢價,給予公司2025年18xPE,維持目標價54.81元,維持“增持”評級。
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