研報掘金丨中金:維持九州通“跑贏行業”評級 REITS發行助力公司主營業務發展
中金公司研報指出,REITs的發行將助力九州通(600998.SH)倉儲價值進一步被挖掘。爲此次醫藥倉儲物流基礎設施公募REITs的發行:1)將助力九州通盤活醫藥倉儲物流資產及配套設施,回籠權益性資金,促進公司主營業務的快速發展;2)可顯現公司持有優質醫藥物流倉儲資產的公允價值,進而提升公司的市場價值。此外,公司預計此次公募REITs的發行將對公司財務指標產生積極影響,預計將增加公司2025 年度淨利潤不超過7 億元。維持“跑贏行業”評級,維持目標價6.84元。
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