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研報掘金丨華西證券:小商品城收租主業基本盤穩定,維持“增持”評級
格隆匯 07-02 13:21

華西證券研報指出,小商品城新市場招租超預期,25H1淨利穩步增長。預計25H1實現歸母淨利潤16.30-17.00億元,同比增長12.57%-17.40%,實經計算,25Q2預計實現歸母淨利潤8.27-8.97億元,同比增長12.5%-22.0%。義烏市進出口高景氣度持續,上半年公司在高基數下實現同環比持續增長。此外,公司董事長王棟辭去職務,新董事長候選人已確認。未來新董事長上任後,期待未來公司業務的進一步成長。公司收租主業基本盤穩定,另外通過新市場落地與升租,量價齊升帶來增量。維持“增持”評級。

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