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华特气体获太平洋买入评级,业绩同比承压,扩充特气品类,推进国际化布局

JRJ Finance ·  Apr 22, 2024 02:31

4月22日,华特气体获太平洋买入评级,近一个月华特气体获得5份研报关注。

研报预计公司是国内电子特气龙头,积极扩充特气品类,延伸产业链,持续开发导入特气新品种,加快项目基地建设。

研究报告认为,伴随着下游需求复苏和公司新产品放量,公司业绩有望进一步增长。我们预测公司2024-2026年归母净利润分别为2.32亿、3.13亿、3.84亿,维持“买入”评级。

风险提示:下游需求不及预期、研发不及预期、原材料价格波动、行业竞争加剧等。

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