研報掘金丨招商證券:立華股份盈利表現超預期,維持“強烈推薦”評級
招商證券研報指出,立華股份(300761.SZ)上半年畜禽價格持續向好,疊加公司養殖水平不斷提升、飼料成本持續優化,公司盈利表現超預期。看好公司黃雞及生豬景氣共振。維持“強烈推薦”投資評級。Q2預計盈利4.7~5.2億元(上年同期虧損2億元),EPS0.57~0.63元。整體看,由於飼料成本逐步回落再加之公司養殖水平不斷提升,公司畜禽養殖成本顯著改善。二季度養豬板塊扭虧為盈,估算板塊盈利在0.5~0.8億元左右。此外,公司鵝養殖業務預計亦將貢獻盈利。整體看,公司中報預吿表現較超預期。
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 this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.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.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.