研報掘金丨國泰君安:華秦科技Q3營收利潤穩定增長,維持“增持”評級
國泰君安研報指出,華秦科技(688281.SH)三季度產銷量穩步提升,營收利潤穩定增長。公司系隱身材料龍頭,產品先發優勢明顯,下游需求高度確定,業績有望保持穩定增長。隨着批產產品規模增加,價格或有階段性波動,調整2024-26年EPS至2.61/3.44/4.42元(前值為2.56/3.37/4.24 元),參照可比公司2025年平均PE 44倍,上調目標價為151.36元,維持“增持”評級。
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