研報掘金丨東興證券:維持中國巨石“強烈推薦”評級,出口內需齊發力
東興證券研報指出,中國巨石(600176.SH)優化產品結構和管理,出口內需齊發力營業收入增速持續向上和單季淨利潤下大幅增長。公司營業收入同比增速逐季改善,從一季度同比下滑7.86%到2024年全年增速回升至6.59%,這主要得益於量的增長。公司作爲全球玻纖行業龍頭,抗風險能力強,低迷環境下公司反而能夠不斷優化調整,提升市佔率,積蓄紮實的發展基礎,維持公司“強烈推薦”評級。
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