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海通发展(603162):运力扩张叠加市场回暖,未来弹性可期
GF SECURITIES· 2026-03-22 13:45
[Table_Page] 年报点评|航运港口 证券研究报告 [Table_Title] 海通发展(603162.SH) 运力扩张叠加市场回暖,未来弹性可期 [Table_Summary] 核心观点: | 盈利预测: | | | | | | | --- | --- | --- | --- | --- | --- | | [Table_ 单位 Finance] :人民币百万元 | 2024A | 2025A | 2026E | 2027E | 2028E | | 营业收入 | 3,659 | 4,443 | 4,816 | 5,502 | 6,695 | | 增长率( % ) | 114.5% | 21.4% | 8.4% | 14.2% | 21.7% | | EBITDA | 1,056 | 1,264 | 1,567 | 1,888 | 2,760 | | 归母净利润 | 549 | 465 | 920 | 1,207 | 1,923 | | 增长率( % ) | 196.7% | -15.3% | 97.9% | 31.1% | 59.3% | | EPS(元/股) | 0.60 | 0.50 | 0.9 ...