清新環境(002573.SZ): 前三季度符合預期,持續增長無憂 November 3, 2017

投資概要

  • 工業煙氣治理行業維持高景氣度;
  • 非電領域堅定佈局,有望取得超預期成長;

投資評級

我們認爲在工業煙氣治理持續高景氣下,龍頭企業將持續受益,看好公司在非電領域的先發佈局及積極外延並購,未來非電業務有望貢獻新的成長動力。預計公司 17-18年歸屬淨利潤分別爲 10.1/12.68 億元, EPS 分別爲0.94/1.18 元,對應 PE 爲25.2/20.1,12 個月目標價爲30 元,爲買入評級。(現價截至11 月01 日)

About the author

Profile photo of Wang Yannan

Wang Yannan
Phillip Securities (HK)

Graduated from the University of Science and Technology of China with a Masters degree in Management and major in Financial accounting and Economics throughout her academic study.

Currently Covering Environmental Protection and New Energy sectors as an analyst in Phillip Securities and focus on the macro policy,industry and fundamentals to explore the investment value.

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