首席周观点:2024年第30周
Dongxing Securities·2024-07-26 08:00

Group 1 - The core viewpoint of the report highlights the potential growth opportunities for the company through the establishment of a large-scale closed testing ground for intelligent connected vehicles in the Yangtze River Delta, with a total investment of approximately 1.5 billion yuan [1] - The project will include 8 specialized testing roads and a comprehensive energy center, which will meet all testing requirements for intelligent connected vehicles and heavy-duty commercial vehicles [1] - The report anticipates a significant increase in demand for closed testing services as new standards for intelligent connected vehicles are implemented by the Ministry of Industry and Information Technology and the National Standardization Management Committee [1] Group 2 - The real estate sector is prioritized in the central government's risk prevention strategy, reflecting the importance of the industry to the economy and public welfare [2] - The report emphasizes that the government's focus on real estate risk management is aimed at ensuring the long-term healthy development of the sector [2] Group 3 - The company is projected to achieve net profits of 179 million yuan, 223 million yuan, and 293 million yuan for the years 2024 to 2026, with corresponding EPS of 0.14, 0.17, and 0.22 yuan [3] - The current stock price corresponds to PE ratios of 41, 33, and 25 for the years 2024 to 2026, maintaining a "recommended" rating for investment [3]

首席周观点:2024年第30周 - Reportify