研報掘金丨東吳證券:維持東方雨虹“買入”評級,防水主業市佔率持續提升
東吳證券研報指出,東方雨虹(002271.SZ)24年歸母淨利1.08億元,同比-95.24%;Q4歸母淨利-11.69億元。季度收入增長仍承壓,渠道結構優化效果明顯。公司作爲防水行業龍頭,積極通過組織架構調整來覆蓋空白市場,拓展非房地產項目,優化經營質量。同時公司積極培育新業務板塊,有望通過內部資源整合和協同快速發展。公司防水主業市佔率持續提升,非房板塊、非防水業務和海外市場開拓有望進一步打開成長空間。考慮到公司業務結構調整效果已經開始顯現,維持“買入”評級。
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