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《大行》華泰證券微升海爾智家(06690.HK)目標價至31.95元 維持「買入」評級
阿思達克 09-03 11:45
華泰證券發表報告指,海爾智家(06690.HK)公布上半年業績,收入1,564.9億元人民幣(下同),按年增長10.2%;淨利潤120.3億元,按年增長15.6%,扣非後淨利潤117億元,按年增長15.2%。公司持續深化 業務模式和組織機制變革,鍛造經營韌性,實現響應速度、用戶體驗與營運效率、成本競爭力的全面提升,持續增強盈利能力。展望下半年,全球市場引領地位不斷鞏固,數字化變革有望推動盈利彈性繼續釋放,維持「買入」評級。 華泰證券基本維持海爾智家盈利預測,預計公司2025-2027年淨利潤為211.3億元、232.7億元和253.7億元,對應每股盈利為2.25、2.48、2.7元。截至9月1日,Wind一致預期可比公司2025年市盈率均值為10倍,考慮到公司龍頭地位穩固、盈利能力有望繼續提升,維持公司2025年15倍目標市盈率,公司H股目標價由31.31港元微升至31.95港元,維持「買入」評級。
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