序号 | 证券代码 | 证券简称 | 研究机构 | 最新评级 | 目标价 | 报告日收盘价 | 预期涨幅 | 盈利预测 | 报告日期 | 报告摘要 | ||||
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23年EPS | 24年EPS | 25年EPS | ||||||||||||
1 | 601888 | 中国中免 | 招银国际 | 买入 | 132.30 | 105.97 | 25% | 3.34 | 4.52 | 5.70 | 2023-09-28 | 报告摘要 | ||
盈利能力维稳,保障净利额为全年首要目标 中国中免(601888) |
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2 | 600183 | 生益科技 | 招银国际 | 持有 | 16.10 | 15.32 | 5% | - | - | - | 2023-09-22 | 报告摘要 | ||
Expect modest sequential growth in 2H23 生益科技(600183) |
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3 | 002916 | 深南电路 | 招银国际 | 持有 | 72.00 | 67.23 | 7% | - | - | - | 2023-09-22 | 报告摘要 | ||
Soft 1H23 numbers suggest no immediate turnaround 深南电路(002916) |
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4 | 002475 | 立讯精密 | 招银国际 | 买入 | 44.90 | 29.00 | 55% | - | - | - | 2023-09-12 | 报告摘要 | ||
Recent correction overdone; Accumulate for Apple’s share gain and auto/comm. momentum 立讯精密(002475) |
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5 | 603501 | 韦尔股份 | 招银国际 | 持有 | 85.00 | 92.95 | -9% | - | - | - | 2023-09-11 | 报告摘要 | ||
Sequential margin contraction indicates inventory digestions may persist till FY23E 韦尔股份(603501) |
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6 | 603605 | 珀莱雅 | 招银国际 | 买入 | 142.70 | 107.82 | 32% | - | - | - | 2023-09-08 | 报告摘要 | ||
向400元价格带发力,新系列推出助力品牌拓客 珀莱雅(603605) |
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7 | 600905 | 三峡能源 | 招银国际 | 买入 | 6.24 | 4.84 | 29% | - | - | - | 2023-09-07 | 报告摘要 | ||
Sound business operation; rising depreciation drags on earnings 三峡能源(600905) |
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8 | 600887 | 伊利股份 | 招银国际 | 买入 | 36.50 | 26.00 | 40% | - | - | - | 2023-08-30 | 报告摘要 | ||
2Q rev/np +1%/3%; all eyes on cost savings 伊利股份(600887) |
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9 | 300760 | 迈瑞医疗 | 招银国际 | 买入 | 380.03 | 270.00 | 41% | - | - | - | 2023-08-30 | 报告摘要 | ||
业绩稳健增长,二季度常规业务复苏 迈瑞医疗(300760) |
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10 | 601100 | 恒立液压 | 招银国际 | 买入 | 83.00 | 63.09 | 32% | - | - | - | 2023-08-29 | 报告摘要 | ||
2Q23 earnings +24%; Gross margin below expectations but likely rebounds 恒立液压(601100) |
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11 | 300308 | 中际旭创 | 招银国际 | 持有 | 104.00 | 116.00 | -10% | 1.83 | 2.51 | 3.01 | 2023-08-29 | 报告摘要 | ||
Investors focusing on 800G transceivers ramp-up after 1H23 results 中际旭创(300308) |
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12 | 002410 | 广联达 | 招银国际 | 买入 | 45.10 | 23.97 | 88% | 0.60 | 0.78 | 0.87 | 2023-08-23 | 报告摘要 | ||
1H23 miss amid property sector headwind 广联达(002410) |
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13 | 300316 | 晶盛机电 | 招银国际 | 买入 | 106.00 | 54.55 | 94% | 3.32 | 3.91 | 4.51 | 2023-08-22 | 报告摘要 | ||
2Q23 net profit +73% YoY in line; Arms race still good for equipment makers 晶盛机电(300316) |
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14 | 603338 | 浙江鼎力 | 招银国际 | 买入 | 67.00 | 52.90 | 27% | - | - | - | 2023-08-18 | 报告摘要 | ||
2Q23 earnings +35% YoY in line; Boom lift in overseas the upcoming driver 浙江鼎力(603338) |
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15 | 600519 | 贵州茅台 | 招银国际 | 买入 | 2440.00 | 1893.47 | 29% | 59.27 | 59.27 | 69.06 | 2023-08-03 | 报告摘要 | ||
2Q Rev/NP +20.4/21.0% as pre-announced 贵州茅台(600519) |
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16 | 603259 | 药明康德 | 招银国际 | 买入 | 116.73 | 77.05 | 51% | 3.56 | 4.45 | 5.48 | 2023-08-02 | 报告摘要 | ||
Impressive margin improvement in 1H23 药明康德(603259) |
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17 | 600905 | 三峡能源 | 招银国际 | 买入 | 6.79 | 5.43 | 25% | 0.34 | 0.41 | 0.50 | 2023-08-02 | 报告摘要 | ||
Green power giant forges ahead 三峡能源(600905) |
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18 | 300760 | 迈瑞医疗 | 招银国际 | 买入 | 396.48 | 294.55 | 35% | 9.47 | 11.38 | 13.54 | 2023-08-02 | 报告摘要 | ||
海外IVD收购再下一城,全球化进程提速 迈瑞医疗(300760) |
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19 | 600887 | 伊利股份 | 招银国际 | 买入 | 40.00 | 27.42 | 46% | 1.70 | 1.88 | 2.08 | 2023-07-20 | 报告摘要 | ||
Full-year guidance unchanged 伊利股份(600887) |
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20 | 603338 | 浙江鼎力 | 招银国际 | 买入 | 67.00 | 57.66 | 16% | - | - | - | 2023-07-17 | 报告摘要 | ||
Record high quarterly profit in 2Q23E 浙江鼎力(603338) |
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21 | 601888 | 中国中免 | 招银国际 | 买入 | 232.00 | 115.87 | 100% | 4.83 | 6.04 | 7.18 | 2023-07-10 | 报告摘要 | ||
Earnings expectation is settling 中国中免(601888) |
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22 | 603338 | 浙江鼎力 | 招银国际 | 买入 | 67.00 | 56.66 | 18% | - | - | - | 2023-07-06 | 报告摘要 | ||
Margin expansion in 23E; Volume growth in 24E 浙江鼎力(603338) |