研報掘金丨東莞證券:金髮科技上半年歸母淨利同比大幅預增,維持“買入”評級
東莞證券研報指出,金髮科技預計2025年半年度實現歸屬於上市公司股東的淨利潤爲5.50億元到6.50億元,同比增長44.82%到71.15%;各業務板塊增勢良好,公司上半年歸母淨利同比大幅預增。公司2025年將緊抓“以舊換新”“智能駕駛”“低空經濟”“人形機器人”“AI+”等機遇,進一步拓展增量市場需求,力爭完成改性塑料板塊“333”戰略目標。綠色石化業務方面,公司將繼續優化產品結構,提升運營效率,着力減虧。新材料方面,公司年產0.8萬噸長碳鏈聚酰胺等特種聚酰胺項目已啓動,計劃於2026年3月投產,爲未來放量增長奠定堅實的產能基礎。公司是全球規模最大的改性塑料企業,預計公司2025年的基本每股收益是0.53元,當前股價對應市盈率是20倍,維持“買入”評級。
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