研報掘金丨中金:巨化股份業績預告符合預期,維持“跑贏行業”評級
中金公司研報指出,巨化股份預計1H25盈利同比增長136%到155%,業績符合預期。兼顧盈利預測調整與業績兌現後的估值迴歸效應,上調目標價15%至36.3元,維持“跑贏行業”評級。該行認爲儘管新裝空調旺季已過,但製冷劑的維修需求,滅火劑需求等正在逐步進入旺季,製冷劑品種間盈利能力差距顯著收窄,小品種製冷劑在1H25 明顯補漲,後續製冷劑業務的盈利有望持續釋放,隨着製冷劑“剛需消費品”屬性與全球“特許經營”商業模式的逐步形成,中長期來看製冷劑價格仍有較爲充裕的上行空間。
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.