预计中际旭创2027年净利润250亿元遭质疑 国盛证券分析师怒怼买方大佬

Group 1 - The core viewpoint of the article revolves around the skepticism expressed by Ling Peng, Chairman of Wilderness Investment, regarding the market's profit forecast for Zhongji Xuchuang, which predicts profits exceeding 25 billion yuan by 2027 [2] - Ling Peng questions the validity of linear extrapolation in profit predictions for a component manufacturing company, emphasizing the need for a realistic assessment of future profitability based on market conditions and pricing strategies [2] - The analysis from Guosheng Securities' communication industry team has raised profit forecasts for Zhongji Xuchuang for the years 2025 to 2027, estimating net profits of 9.51 billion yuan, 15.49 billion yuan, and 19.82 billion yuan respectively, with corresponding price-to-earnings ratios of 47.5, 29.2, and 22.8 [4] Group 2 - Ling Peng's commentary highlights the historical context of the semiconductor industry, noting that despite current supply shortages, the industry's long-standing nature raises questions about future pricing and profitability [2] - The response from a Guosheng Securities analyst to Ling Peng's critique reflects the tension between differing investment perspectives, suggesting a defensive stance towards Zhongji Xuchuang's growth potential [2] - Ling Peng's personal reflections in his follow-up article emphasize the importance of integrity and doing the right thing in investment practices, rather than solely focusing on outcomes [4]