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研報掘金丨申萬宏源:廣鋼氣體業績有望逐步釋放,維持“增持”評級
格隆匯 02-21 16:51
申萬宏源研究研報指出,2024年廣鋼氣體(688548.SH)多個電子大宗現場制氣項目陸續供氣,有效支撐營收保持增長;但受到氦氣市場波動影響,價格下滑導致利潤出現明顯下滑。24Q4氦氣價格調整進入尾聲,電子大宗現場制氣業務持續拉動下,營收、利潤環比實現雙增。看好公司電子大宗現場制氣業務模式,隨着商業化項目用氣量的穩步提升,以及後續新項目落地,業績有望逐步釋放,維持“增持”評級。
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