研報掘金丨方正證券:森麒麟24年業績高增,維持“強烈推薦”評級
方正證券日前研報指出,森麒麟(002984.SZ)海外半鋼胎市場訂單充足,原材料階段性承壓。2024年公司半鋼胎在海外輪胎市場訂單需求持續處於供不應求狀態,帶動公司盈利同比大幅增長。公司堅持全球化佈局戰略,制定了“833plus”戰略規劃,在此基礎上,公司加速推進“森麒麟(摩洛哥)年產1200萬條高性能轎車、輕卡子午線輪胎項目”,根據公司官方微信號消息,2024年9月底公司摩洛哥工廠首批輪胎產品正式下線,標誌摩洛哥工廠正式投產運行,隨着工廠產能逐漸爬坡,預計2025年摩洛哥工廠有望全面放量。維持“強烈推薦”評級。
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