研報掘金丨華創證券:維持古井貢酒“強推”評級,目標價300元
華創證券研報指出,古井貢酒(000596.SZ)於5月29日召開2024年度股東大會,會上,公司管理層以坦誠的態度直面行業壓力,強調公司聚焦長遠高質量發展,短期多措並舉持續搶佔市場份額,向股東傳遞信心。行業承壓背景下,一季度營收/利潤均實現雙位數增長,經營韌性凸顯。當前公司務實理性認知行業壓力環境,多措並舉拓展消費場景及渠道,創新費投方式提升費效,持續搶佔市場份額。維持25-27年EPS預測爲11.62/12.98/14.53元,當前對應25年EPS預測估值僅13倍,估值具備性價比,維持目標價300元,維持“強推”評級。
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