、 反倾销初裁落地利好梦百合，太阳、瑞尔特等披露快报 -轻工制造及纺织服装行业周报 轻工纺服 2024年3月3日 评级：增持(维持) 重点公司基本状况 分析师：张潇 股价 EPS PE 简称 PEG 评级 执业证书编号：S0740523030001 (元) 2022 2023E 2024E 2025E 2022 2023E 2024E 2025E 百亚股份 16.15 0.44 0.59 0.72 0.89 36.70 27.37 22.43 18.15 1.17 买入 Email：zhangxiao06@zts.com.cn 欧派家居 69.48 4.41 5.08 5.87 6.73 15.76 13.68 11.84 10.32 0.86 买入 分析师：郭美鑫 顾家家居 37.57 2.20 2.52 2.93 3.41 17.08 14.91 12.82 11.02 0.97 买入 执业证书编号：S0740520090002 索菲亚 16.28 1.17 1.47 1.72 2.00 13.91 11.07 9.47 8.14 0.43 买入 志邦家居 15.15 1.23 1.44 1.68 1.9 ...

[Table_Industry] 证券研究报告/行业周报 2024年3月3日 有色金属 下游补库与供给收缩预期共振，碳酸锂期货价格大幅上涨 [T[评aTab 级blele_ ：_MT增aitilne持]] （维持） [投Ta资bl要e_点Su mmary] 1. 【关键词】SQM预计24年销量增长5-10%（即17.85-18.70万吨）， 分析师：安永超 产量预计达到 22-23 万吨；北方稀土发布 3 月挂牌价，氧化镨钕报价 执业证书编号：S0740522090002 36.57万元/吨，环比下跌9.68%；24年1月澳大利亚黑德兰港口向中 Email：anyc@zts.com.cn 国出口14万吨锂辉石精矿，环比增加92.0% 分析师：郭中伟 2. 投资策略：维持行业“增持”评级，中长线继续推荐稀土永磁、锑和 执业证书编号：S0740521110004 锡板块： ➢ 1）稀土：国常会强调稀土是关键战略矿产资源，推动稀土产业未 Email：guozw@zts.com.cn 来端化、智能化、绿色化发展，中长期机器人、新能源汽车等多 分析师：谢鸿鹤 个消费场景有望爆发，板块长期趋势未改； 执业证书编号：S07 ...

、 住房发展规划聚焦“保障+市场”，多地调整住房公积金政策 -行业研究周报 房地产 证券研究报告/行业研究周报 2024年3月2日 [T评ab级le_：M增ain持] （维持） [重Ta点ble公_F司in基anc本e]状 况 分析师：由子沛 股价 EPS PE 简称 评级 执业证书编号：S0740523020005 (元) 2022 2023E 2024E 2025E 2022 2023E 2024E 2025E 保利发展 9.6 1.5 1.7 2.1 2.7 6.3 5.6 4.6 3.5 买入 Email：youzp@zts.com.cn 招商蛇口 9.3 0.4 1.1 1.3 1.7 22.6 8.8 7.1 5.6 买入 滨江集团 7.3 1.2 1.4 1.8 2.3 6.0 5.1 4.1 3.1 买入 分析师：李垚 万科A 9.9 2.0 2.2 2.5 2.5 5.1 4.4 4.0 3.9 买入 华发股份 7.0 1.1 1.4 1.6 1.8 6.2 5.0 4.3 3.9 买入 执业证书编号：S0740520110003 备注：股价使用2024年3月1日收盘价 Email：liya ...

中美航线再次增班，助力国际航线恢复 证券研究报告/行业周报 2024年03月02日 交运 评级：增持（维持） ≈[投T a资ble要_S点um mary] 分析师：杜冲 n 投资建议：一、航空机场：中美航线再次增班，助力国际航线恢复。当地时间 2 月 26 执业证书编号： S0740522040001 日，美国交通部宣布，从3月31日起，将允许中国航司执飞的中美往返航班数量从每 电话： 周 35架次增加到每周 50架次。此次增班为 2023年 11月来首次增班。疫情前，中美 Email：duchong@zts.com.cn 双方每周均有 150 多个往返客运航班，此次增班将使中美航线航班数量恢复至疫情前 的30%左右。中美航线的增班有望助力国际航线的持续恢复。根据航班管家数据，2月 联系人：李鼎莹 份民航国际客运航线航班量约 43350 班次，达 2019 年同期的 72.2%，环比上月增长 电话： 6.5个百分点，东南亚与东亚仍是热门区域，两者占比总量的 76.7%。我们认为中长期 Email：lidy@zts.com.cn 看行业基本面向好趋势不改，“十四五”期间飞机引进增速放缓趋势确定，随着国际市 场持 ...

、 航空机场3月投资策略：草长莺飞待春游 交通运输（航空） 证券研究报告/行业月报 2024年3月2日 评级：增持（ 维持 ） [重Ta点ble公_F司in基anc本e]状 况 分析师：杜冲 股价 EPS PE 简称 评级 执业证书编号： S0740522040001 (元) 2021 2022 2023E 2024E 2021 2022 2023E 2024E 中国东航 3.75 -0.55 -1.68 -0.32 0.30 / / -11.65 12.42 买入 电话： 南方航空 5.71 -0.67 -1.80 -0.24 0.34 / / -24.25 16.98 买入 Email：duchong@zts.com.cn 春秋 航空 55. 81 0.04 -3.10 2.30 3.44 1215 / 24.22 16.25 买入 联系人：李鼎莹 吉祥航空 12. 98 -0.22 -1.87 0.34 0.83 .5/ / 38.26 15.63 买入 华夏航空 5.6 1 -0.09 -1.54 -0.61 0.32 / / -9.15 17.64 增持 电话： 上海机场 34. 93 -0.69 ...

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m 天然碱龙头穿越周期，阿拉善项目赋能成长 远兴能源（000683.SZ）/化工 证券研究报告/公司深度报告 2024年2月29日 [评Ta级ble：_T买itle入] （首次） [公Ta司ble盈_F利in预anc测e1及] 估值 市场价格：6.05 指标 2021A 2022A 2023E 2024E 2025E 营业收入（百万元） 12,149 10,987 11,501 15,944 17,245 分析师：孙颖 增长率yoy% 58% -10% 5% 39% 8% 执业证书编号：S0740519070002 净利润（百万元） 4,951 2,660 1,479 2,796 3,207 Email：sunying@zts.com.cn 增长率yoy% 7171% -46% -44.4% 89.1% 14.7% 每股收益（元） 1.32 0.71 0.40 0.75 0.86 每股现金流量 0.93 0.87 0.72 1.23 1.46 净资产收益率 29% 16% 8% 13% 12% P/E 4.6 8.5 15.3 8.1 7.1 PP//BB 11..55 11..88 11..77 11..5 ...

Investment Rating - The report maintains an "Increase" rating for the industry, indicating a positive outlook for investment opportunities in the sector [2][7]. Core Insights - Edward Lifesciences' Evoque has received FDA approval, marking it as the first transcatheter tricuspid valve replacement product for treating tricuspid regurgitation (TR) patients, which is expected to significantly improve the health of patients with severe symptoms [5]. - The demand for transcatheter interventions is robust, with projections indicating that the number of transcatheter tricuspid valve replacement surgeries could reach 453,500 by 2030, leading to a market size of approximately $13.606 billion [6]. - The report highlights that the domestic market currently lacks approved transcatheter tricuspid valve products, but several leading companies, including Jianxi Technology, Qiming Medical, and Peijia Medical, are making significant progress in their development efforts [6]. Summary by Sections Industry Overview - The industry comprises 492 listed companies with a total market capitalization of 58,477 billion and a circulating market capitalization of 50,449 billion [3]. Company Performance - Edward Lifesciences is expected to achieve high growth in its TMTT business, with projected revenues exceeding previous guidance of $280-320 million for 2024, driven by the launch of Evoque in Europe and the U.S. [5][6]. Competitive Landscape - Jianxi Technology is anticipated to be the first to receive domestic approval for its LuX-Valve products, which are currently in the NMPA approval stage, potentially granting a three-year exclusivity period [6]. - Other companies like Qiming Medical and Peijia Medical are also advancing their products through clinical trials and initial human implantations, indicating a competitive environment in the transcatheter tricuspid valve market [6].

Investment Rating - The report maintains a "Buy" rating for the company, indicating a favorable outlook based on strong performance and competitive market position [1][8]. Core Insights - The company has shown continuous high growth in performance, with a projected revenue increase of 12.96% year-on-year for 2023, and a significant net profit growth of 48.34% [19][21]. - The company is recognized as a domestic leader in the needle bearing segment, successfully breaking foreign technology monopolies through various R&D projects [9][12]. - The company is expanding its market presence in downstream sectors such as aerospace, defense, and robotics, which are expected to become new growth drivers [7][12]. Financial Summary - The company reported total revenue of 636 million yuan for 2023, with a year-on-year growth rate of 12.96% [19]. - The net profit for 2023 is projected to be 124 million yuan, reflecting a 48% increase compared to the previous year [21]. - The earnings per share (EPS) is expected to rise from 0.87 yuan in 2022 to 1.28 yuan in 2023, with further increases anticipated in subsequent years [21][24]. - The company's gross margin is expected to improve significantly, with a projected net profit margin of 19.51% for 2023, up approximately 4.65 percentage points from 2022 [20].