研报掘金丨光大证券:维持中船特气“增持”评级,业绩有望维持较好增速
Ge Long Hui A P P·2026-02-25 08:58

Core Viewpoint - The report from Everbright Securities indicates that the company will benefit from increased downstream demand in AI, pharmaceuticals, and new energy, leading to steady growth in performance despite slightly lower-than-expected earnings due to historically low prices of related gas products [1] Financial Performance - The company has adjusted its profit forecasts for 2025-2026, with new projections for 2027 introduced. Expected net profits attributable to shareholders for 2025, 2026, and 2027 are 347 million (previously 393 million), 452 million (previously 480 million), and 601 million respectively [1] Industry Position - The company is a leader in the domestic electronic specialty gas industry. With ongoing increases in terminal demand and the implementation and release of its own production capacity, the company is expected to maintain a good growth rate [1] Investment Rating - The company maintains an "overweight" rating, reflecting confidence in its ability to sustain growth amid favorable market conditions [1]

EBSCN-研报掘金丨光大证券:维持中船特气“增持”评级,业绩有望维持较好增速 - Reportify