志邦家居(603801)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

603801 志邦家居

已收盘 04-30 15:00:00

{"stockData":{"symbol":"603801","market":"SH","secType":"STK","nameCN":"志邦家居","latestPrice":14.92,"timestamp":1714460400000,"preClose":15.38,"halted":0,"volume":5997328,"delay":0,"floatShares":432000000,"shares":437000000,"eps":1.3533,"marketStatus":"已收盘","marketStatusCode":5,"change":-0.46,"latestTime":"04-30 15:00:00","open":15.34,"high":15.44,"low":14.91,"amount":90421500,"amplitude":0.0345,"askPrice":14.93,"askSize":149,"bidPrice":14.92,"bidSize":288,"shortable":0,"etf":0,"ttmEps":1.3533,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1714959000000},"adr":0,"adjPreClose":15.38,"symbolType":"stock","openAndCloseTimeList":[[1714440600000,1714447800000],[1714453200000,1714460400000]],"highLimit":16.92,"lowLimit":13.84,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":436547813,"pbRate":1.95,"roa":"--","roe":"1.42%","epsLYR":1.3631,"committee":0.200321,"marketValue":6513000000,"floatMarketCap":6448000000,"peRate":11.024902,"changeRate":-0.0299,"turnoverRate":0.0139,"status":1,"nextConnectDate":"根据港交所公布的数据，今日已停止北向交易，下一个交易日为北京时间 2024-05-06。"},"requestUrl":"/m/hq/s/603801","defaultTab":"news","newsList":[{"id":"2431314177","title":"志邦家居(603801)：整装和海外业务表现亮眼 分红率提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2431314177","media":"广发证券股份有...","top":-1,"share":"https://www.laohu8.com/m/news/2431314177?lang=zh_cn&edition=full","pubTime":"2024-04-30 18:51","pubTimestamp":1714474274,"startTime":"0","endTime":"0","summary":"核心观点：志邦家居发布23 年报及24 年一季报。23 年公司分红率提升至51.4%，按4 月29 日收盘价计算股息率为4.6%，积极回馈股东。衣柜木门持续放量，品类协同优势凸显。大宗稳中求新，海外双核驱动。大宗业务调整影响23 年毛利率有所下滑。23 年公司毛利率下降0.6pct至37.1%，其中大宗业务毛利率下滑2.85pct，系受客户结构变化影响；木门毛利率在规模效应下大幅提升10.6pct。24Q1 毛利率同比+0.3pct。原材料涨价；整装拓展不达预期；大宗业务盈利下降等。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043018511987c37efb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043018511987c37efb&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431352230","title":"志邦家居(603801)2023年营收及利润逆势双增，品类协同及渠道开拓护航成长","url":"https://stock-news.laohu8.com/highlight/detail?id=2431352230","media":"开源证券","top":-1,"share":"https://www.laohu8.com/m/news/2431352230?lang=zh_cn&edition=full","pubTime":"2024-04-30 14:23","pubTimestamp":1714458233,"startTime":"0","endTime":"0","summary":"2023业绩逆势增长，2024Q1利润受股权激励费用影响，维持“买入”评级2023公司营收61.2亿元，归母净利6.0亿元，扣非归母净利5.5亿元，房地产销售承压下，公司通过渠道深耕及产品多元化拓展成功实现营收及利润双升。考虑到房地产市场仍具较大不确定性，我们下调2024-2025年盈利预测，并新增2026盈利预测，预计2024-2026年归母净利分别为6.66/7.54/8.38亿元，对应EPS1.53/1.73/1.92元，当前股价对应PE为10.1/8.9/8.0倍，看好公司在品类融合及渠道持续开拓下的长期发展，维持“买入”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043014402987c27b18&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043014402987c27b18&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431330763","title":"志邦家居获开源证券买入评级，2023年营收及利润逆势双增","url":"https://stock-news.laohu8.com/highlight/detail?id=2431330763","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2431330763?lang=zh_cn&edition=full","pubTime":"2024-04-30 11:44","pubTimestamp":1714448677,"startTime":"0","endTime":"0","summary":"2024年4月30日，志邦家居获开源证券买入评级，近一个月志邦家居获得5份研报关注。展望公司2024年及长期发展，我们看好国内公司继续补齐弱势市场，海外通过B、C端业务双向驱动规模扩大，公司稳步成长可期。考虑到房地产市场仍具较大不确定性，我们下调2024-2025年盈利预测，并新增2026盈利预测，预计2024-2026年归母净利分别为6.66/7.54/8.38亿元。研报认为，看好公司在品类融合及渠道持续开拓下的长期发展，维持“买入”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301144478b648c3f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301144478b648c3f&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431380692","title":"开源证券：给予志邦家居买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2431380692","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2431380692?lang=zh_cn&edition=full","pubTime":"2024-04-30 11:18","pubTimestamp":1714447093,"startTime":"0","endTime":"0","summary":"开源证券股份有限公司吕明,周嘉乐,骆扬近期对志邦家居进行研究并发布了研究报告《公司信息更新报告：2023年营收及利润逆势双增，品类协同及渠道开拓护航成长》，本报告对志邦家居给出买入评级，当前股价为14.91元。最新盈利预测明细如下：该股最近90天内共有20家机构给出评级，买入评级16家，增持评级4家；过去90天内机构目标均价为22.09。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024043000024329.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431547158","title":"志邦家居(603801)年报点评报告：整装渠道加速突破 积极探索海外新版图","url":"https://stock-news.laohu8.com/highlight/detail?id=2431547158","media":"国盛证券","top":-1,"share":"https://www.laohu8.com/m/news/2431547158?lang=zh_cn&edition=full","pubTime":"2024-04-29 20:34","pubTimestamp":1714394066,"startTime":"0","endTime":"0","summary":"23 年实现营收、净利均双位数增长，24Q1 面临地产下行压力，收入逆势实现增长，净利润剔除股权激励费用影响、同比增长15.5%。整装渠道高速增长，发力海外。23 年经销毛利率相对稳定，大宗业务毛利率下滑2.85pct，主要系调整客户结构、培育创新业务等举措导致盈利短期承压，24Q1 已有恢复，毛利率同比+3.88pct。23 年公司毛利率为37.07%、同比-0.62pct，24Q1为37.22%、同比+0.33pct，整体保持稳定。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042920343087bf5b2f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042920343087bf5b2f&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431565038","title":"志邦家居(603801)：整装、整家战略持续推进 海外渠道值得期待","url":"https://stock-news.laohu8.com/highlight/detail?id=2431565038","media":"浙商证券股份有...","top":-1,"share":"https://www.laohu8.com/m/news/2431565038?lang=zh_cn&edition=full","pubTime":"2024-04-29 19:45","pubTimestamp":1714391156,"startTime":"0","endTime":"0","summary":"继2023 年11 月志邦在泰国曼谷召开发布会后，近期志邦品牌专卖店在印度尼西亚、科威特两国相继开业，高端生活方式落地海外。盈利预测与估值志邦大家居推行顺利，新品类、新市场及整装可挖掘空间大，且管理层质地优秀、激励充分，我们看好其增长韧性，以及经营效率持续优化。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291946028b61e0ac&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291946028b61e0ac&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431888808","title":"4月29日志邦家居涨5.85%，广发策略优选混合基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2431888808","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2431888808?lang=zh_cn&edition=full","pubTime":"2024-04-29 16:27","pubTimestamp":1714379252,"startTime":"0","endTime":"0","summary":"证券之星消息，4月29日志邦家居涨5.85%，收盘报15.38元，换手率2.93%，成交量12.68万手，成交额1.92亿元。根据2024基金Q1季报公募基金重仓股数据，重仓该股的公募基金共15家，其中持有数量最多的公募基金为广发策略优选混合。广发策略优选混合目前规模为30.2亿元，最新净值2.3773，较上一交易日上涨1.48%，近一年下跌22.62%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042900016967.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431888803","title":"志邦家居涨5.85%，中国银河一日前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2431888803","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2431888803?lang=zh_cn&edition=full","pubTime":"2024-04-29 16:27","pubTimestamp":1714379247,"startTime":"0","endTime":"0","summary":"今日志邦家居涨5.85%，收盘报15.38元。2024年4月28日，中国银河研究员陈柏儒,刘立思发布了对志邦家居的研报《整家一体化战略落地，加大东南亚业务开拓》，该研报对志邦家居给出“买入”评级。研报中预计公司2024/25/26年能够实现基本每股收益1.54/1.74/1.96元，对应PE为9X/8X/7X，维持“推荐”评级。此外，民生证券研究员徐皓亮,谭雅轩，中邮证券研究员杨维维,熊婉婷近期也对该股发布了研报，同样给出“买入”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042900016963.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431005026","title":"志邦家居（603801）4月29日主力资金净买入1756.35万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2431005026","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2431005026?lang=zh_cn&edition=full","pubTime":"2024-04-29 15:17","pubTimestamp":1714375068,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2024年4月29日收盘，志邦家居报收于15.38元，上涨5.85%，换手率2.93%，成交量12.68万手，成交额1.92亿元。4月29日的资金流向数据方面，主力资金净流入1756.35万元，占总成交额9.17%，游资资金净流出169.52万元，占总成交额0.88%，散户资金净流出1586.84万元，占总成交额8.28%。志邦家居主营业务：专注于整家定制集研发、设计、生产、销售、服务为一体。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042900010209.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431807679","title":"志邦家居(603801)：24Q1国内收入微增 海外拓展加速发展","url":"https://stock-news.laohu8.com/highlight/detail?id=2431807679","media":"中信建投证券","top":-1,"share":"https://www.laohu8.com/m/news/2431807679?lang=zh_cn&edition=full","pubTime":"2024-04-29 13:24","pubTimestamp":1714368258,"startTime":"0","endTime":"0","summary":"简评24Q1 营收平稳，股权激励计划股份支付费用影响下业绩有所下滑。2024Q1 营收8.2 亿元/+1.8%，其中大宗渠道增长良好、零售渠道较为平淡；24Q1 归母净利润0.47 亿元/-8.4%，主要是受到股权激励计划股份支付费用同比增加1445 万元影响，若剔除此影响因素后，净利润同比增加15.46%。24Q1 毛利率37.2%/+0.33pct，24Q1 销售、管理、研发费用率18.79%、15.9%、6.9%，分别+1.24、+2.15、+0.51pct，24Q1 费用率提升主要系计提股权激励费用所致。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042913242487bd816c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042913242487bd816c&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431802118","title":"志邦家居股价大幅上涨 公司营收同比增长13.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2431802118","media":"智选洞察","top":-1,"share":"https://www.laohu8.com/m/news/2431802118?lang=zh_cn&edition=full","pubTime":"2024-04-29 10:42","pubTimestamp":1714358577,"startTime":"0","endTime":"0","summary":"2023年公司继续加大战略装企的开拓力度，整装渠道营收同比增长达34.5%。北向资金方面，志邦家居04月26日获得北向资金增持12.12万股，截至04月26日，北向资金当前共持有志邦家居543.26万股，市值8301万元，持股占流通股比为1.25%。最新财报显示，今年一季报，志邦家居实现营业收入8.20亿元，同比增长1.77%，净利润为4,722.13万元，同比减少8.38%，基本每股收益为0.11元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291124247a56e985&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291124247a56e985&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430084711","title":"志邦家居获民生证券买入评级，推进品类协同，高增海外业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2430084711","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2430084711?lang=zh_cn&edition=full","pubTime":"2024-04-28 15:14","pubTimestamp":1714288471,"startTime":"0","endTime":"0","summary":"4月28日，志邦家居获民生证券买入评级，近一个月志邦家居获得4份研报关注。研报预计公司品类多元化持续推进，海外业务发力。我们预计公司2024-2026年归母净利润分别为6.75/7.59/8.46亿元，同增13.4%/12.4%/11.4%。分产品看，2023年橱柜/衣柜/木门分别实现收入28.38/25.05/4.10亿元，同比增长3.69%/19.15%/79.92%。公司直营和海外业务持续表现亮眼，营收高增。研报认为，随着整家模式战略部署的持续推进以及大宗业务客户结构的优化，公司有望在零售和海外市场保持增长态势。风险提示：终端销售不及预期；渠道开拓不及预期；房地产市场波动。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042815143287b9d48e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:04","pubTimestamp":1714287861,"startTime":"0","endTime":"0","summary":"民生证券04月28日发布研报称，给予志邦家居（603801.SH，最新价：14.53元）推荐评级。评级理由主要包括：1）品类协同持续推进，海外渠道增速亮眼；2）减值计提+股权激励费用增加，盈利略承压。风险提示：终端销售不及预期；渠道开拓不及预期；房地产市场波动。AI点评：志邦家居近一个月获得2份券商研报关注，买入2家。文章来源：每日经济新闻原标题：民生证券给予志邦家居推荐评级，2023年年报及2024年一季报点评：品类协同持续推进，海外业务持续高增","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042815092887b9d09d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:56","pubTimestamp":1714287385,"startTime":"0","endTime":"0","summary":"民生证券股份有限公司徐皓亮,谭雅轩近期对志邦家居进行研究并发布了研究报告《2023年年报及2024年一季报点评：品类协同持续推进，海外业务持续高增》，本报告对志邦家居给出买入评级，当前股价为14.53元。24Q1橱柜/衣柜/木门分别实现收入3.16/3.84/0.45亿元，同比变动-0.71%/+8.83%/+11.61%。最新盈利预测明细如下：该股最近90天内共有15家机构给出评级，买入评级12家，增持评级3家；过去90天内机构目标均价为21.42。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042800002975.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2430155701","title":"中泰证券给予志邦家居买入评级，23年业绩靓丽符合预期，木门实现快速增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2430155701","media":"每日经济新闻","top":-1,"share":"https://www.laohu8.com/m/news/2430155701?lang=zh_cn&edition=full","pubTime":"2024-04-28 11:09","pubTimestamp":1714273771,"startTime":"0","endTime":"0","summary":"中泰证券04月28日发布研报称，给予志邦家居（603801.SH，最新价：14.53元）买入评级。评级理由主要包括：1）事件：公司披露23年报及24年一季报，24Q1受春节错配等因素影响略有承压；2）行业压力下经销渠道仍保持稳健增长，门墙门店及业绩实现突破。1）分渠道看；3）降本增效成果显著，盈利能力持续改善。盈利能力方面；4）经营现金流及营运效率维持优秀表现。风险提示：地产景气程度下滑风险、行业竞争加剧风险。图表。AI点评：志邦家居近一个月获得2份券商研报关注，买入1家。文章来源：每日经济新闻原标题：中泰证券给予志邦家居买入评级，23年业绩靓丽符合预期，木门实现快速增长","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042811191887b94486&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:02","pubTimestamp":1714273378,"startTime":"0","endTime":"0","summary":"中泰证券股份有限公司张潇,邹文婕近期对志邦家居进行研究并发布了研究报告《23年业绩靓丽符合预期，木门实现快速增长》，本报告对志邦家居给出买入评级，当前股价为14.53元。最新盈利预测明细如下：该股最近90天内共有15家机构给出评级，买入评级12家，增持评级3家；过去90天内机构目标均价为21.42。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042800001467.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2430777018","title":"志邦家居获中国银河推荐评级，整家一体化战略落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2430777018","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2430777018?lang=zh_cn&edition=full","pubTime":"2024-04-28 09:03","pubTimestamp":1714266218,"startTime":"0","endTime":"0","summary":"4月28日，志邦家居获中国银河推荐评级，近一个月志邦家居获得2份研报关注。研报认为，公司持续推进品类拓展，衣柜及成品业务体量持续提升，木门通过门店拓展实现快速成长，并通过产品套系化开发，多品类协同发展。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042809051287b8e940&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042809051287b8e940&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430257779","title":"建筑材料及新材料：24Q1末重仓建材占比略升 关注玻纤等积极变化","url":"https://stock-news.laohu8.com/highlight/detail?id=2430257779","media":"国联证券股份有...","top":-1,"share":"https://www.laohu8.com/m/news/2430257779?lang=zh_cn&edition=full","pubTime":"2024-04-28 00:00","pubTimestamp":1714233600,"startTime":"0","endTime":"0","summary":"24Q1 建材、建筑板块重仓比例在申万一级行业中分别排名28、26 名，较23Q4 分别持平、下降2 名。环比减仓传统基建/地产链，加仓药包材、玻纤等传统基建/地产链材料标的24Q1 环比减仓为主，单季环比减仓前3 标的为鸿路钢构、志邦家居、东方雨虹，23Q4 末基金重仓占比环比分别-14.7、3.3、2.5pct 至4.5%、7.8%、6.2%。2）地产/基建链条，建议关注企业竞争力突出、渠道/品类等有积极变化的公司，建议关注消费建材龙头及区域水泥龙头。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042807395187b8b895&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:57","pubTimestamp":1714229828,"startTime":"0","endTime":"0","summary":"2019年7月加盟华西证券，11年从业经验。2023年3月加入华西证券。报告发布日期：2024年4月27日首席分析师：徐林锋分析师执业编号：S1120519080002证券研究报告：《志邦家居：整家战略持续发力，提高分红回馈股东》重要提示：《证券期货投资者适当性管理办法》于2017年7月1日起正式实施。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404272257448b5ae3ee&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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