研報掘金丨中金:中信海直積極佈局低空經濟場景,上調目標價91%至21元
中金公司研報指出,中信海直(000099.SZ)24年歸母淨利潤3.03億元,同比增長26.8%;業績好於我們預期,主要是利潤率好於我們預期。主營業務收入維持穩健增速。公司2024 年營業收入同比增長9.8%,其中通航運輸收入同比增長11.2%,增長主要由深圳、浙江等區域貢獻。2024年公司來自主要客戶中海油的銷售額爲14.52 億元,同比增長9%。根據年報中《董事長致全體股東的一封信》,公司正積極謀劃低空經濟事業發展,深化戰略佈局,探索打造“低空+文旅/醫療/應急救援/研學/公共服務”等多業態新模式,並已在深圳、舟山等多地實現業務落地。該行將目標估值年份切換至2025年,考慮低空經濟作爲新質生產力的典型代表,市場對於“低空經濟”投資情緒升溫,同時參考低空經濟同行估值水平,上調公司目標市盈率水平至44倍,上調目標價91%至21.0元,較當前股價有18%的下行空間。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.