一起讨论下重点标的盈利预测表

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一起讨论下重点标的盈利预测表

2024-12-4

重点标的盈利预测表四大方向代码景气度提升002073.SZ600160.SH0189.HK603379.SH605020.SH002683.SZ002096.SZ002226.SZ603227.SH002827.SZ603977.SH601233.SH603225.SH000703.SZ301035.SZ603599.SH002734.SZ002258.SZ002749.SZ600096.SH002895.SZ002170.SZ600141.SH601117.SH002001.SZ600299.SH600216.SH300401.SZ002562.SZ标的软控股份巨化股份东岳集团三美股份永和股份广东宏大易普力江南化工雪峰科技高争民爆国泰集团桐昆股份新凤鸣恒逸石化润丰股份广信股份利民股份利尔化学国光股份云天化川恒股份芭田股份兴发集团中国化学新和成安迪苏浙江医药花园生物兄弟科技市值（亿元）856191282197221116214395888828416522113410830696540413175244494665298155845020233.339.447.082.801.847.166.347.738.540.983.057.9710.864.357.7114.390.626.043.0245.227.662.5913.7954.2627.040.524.301.92-1.75归母净利润（亿元）2024E2025E7.825.2521.4317.479.8516.4311.468.013.641.9810.058.567.488.9410.368.919.077.961.232.004.053.2925.7114.3510.8314.4711.495.5210.698.8410.237.890.851.336.896.084.583.7356.1559.1712.049.957.243.2422.2318.1757.9166.0658.8657.9914.5013.2112.7414.404.523.46--2026E8.6126.1120.3414.295.5211.6110.3011.9610.073.255.2737.8417.1115.1113.1212.772.088.475.4962.0515.208.5626.5173.3562.4716.5215.255.55-PE2024E 2025E 2026E9.9216.2723.6935.4012.996.2915.3127.3213.1036.5318.1624.6421.6615.7411.9115.999.3911.8771.2427.0316.6226.577.4919.7615.259.6514.6640.1210.1815.118.4313.6535.5214.528.0911.2711.8817.477.196.508.5913.138.7223.039.2213.468.536.7410.6511.4718.0422.5612.1710.1615.1924.3610.9328.867.7919.1019.8720.9918.1313.7510.4243.9021.6111.0311.4119.2712.4910.5322.709.9414.246.8210.8510.3011.007.4811.3020.5510.7718.66---评级买入买入未评级未评级买入未评级未评级未评级未评级未评级未评级买入买入买入买入买入买入买入未评级买入买入买入买入买入买入买入未评级未评级未评级资料来源：Wind，国海证券研究所注：更新至2024/12/20，未评级公司盈利预测来自Wind一致预测请务必阅读报告附注中的风险提示和免责声明 15

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