明星基金经理加仓被套、券商研报却力推 “榨茅”还有戏？

上海证券报 2021-05-08

投资研报国际机构罕见表态，储能行业这一关键材料竟成香饽饽？全面政策支持下，新增装机有望实现10倍增长！比黄金稀缺的金属，还能用来抗癌！燃料电池放量开启铂的新时代化工品供应链服务龙头，电商业务或迎高增！机构高呼“化工亚马逊”值得期待，看多30%上涨空间！碳排放核查指南重磅发布，碳资产管理将迎来风口？这些金属材料龙头正酝酿历史性投资机遇投资者口中的“榨茅”——涪陵榨菜，在一季度获得多位明星基金经理加仓...

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精彩评论

XiaoZ
2021-05-08
XiaoZ
[呆住]
YinFai
2021-05-08
YinFai
希望是吧！

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年公司实现营收 22.73 亿元，同比增长14.23%；净利润7.77亿元，同比增长28.42%；扣非归母净利润7.59亿元，同比增长34.72%。今年一季度实现营收7.09亿元，同比增长46.9%；净利润2.03亿元，同比增长22.73%；扣非归母净利润2.01亿元，同比增长27.82%。多份研报分析提到，去年同期营业收入基数较低，但在青菜头原材料价格上涨且公司加大营销费用投放的背景下，涪陵榨菜今年一季度利润增速略超预期。但超预期的增长，目前来看并未给涪陵榨菜的股价带来正向刺激，市值较高峰期已跌去一百多亿元。此外据上证报记者统计，涪陵榨菜近三月内，获得24份券商研报关注，给予买入评级16家，增持评级8家，平均目标价为47.33元，与最新价38.50元相比，高出8.83元，目标均价涨幅22.9%。涪陵榨菜值得关注吗？从多份研报来看，目前市场主要担忧点集中在原材料产量不足、价格上涨过快和销售费用投放效果不及预期。民生证券分析，预计涪陵榨菜2021年收入端弹性较大，但中长期成长逻辑清晰。短期来看，2021年公司持续推进渠道下沉叠加产品提价，将进一步拉动收入增长。在成本方面，原料青菜头收购价格持续走高，但公司通过产品提价和缩量换装予以对冲，预计毛利率压力仍在可控范围内。但公司在今年逐渐加大线上与线下的费用投放，费用率预计大概率将显著高于去年。长期来看，公司原以C端为主，现正大力拓展餐饮渠道，长期看好B端放量。通过品类扩张在乌江渠道中铺开，未来有望摆脱增长瓶颈。此外，募集资金加码产能，包括40.7万吨原料窖池、20万吨榨菜生产车间与配套设施，预计将为渠道外延提供有力支撑。","kind":null,"is_publish_news":false,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":107985476,"gmtCreate":1620439170095,"gmtModify":1634198773891,"author":{"id":"3570220781625377","authorId":"3570220781625377","authorIdStr":"3570220781625377","name":"XiaoZ","avatar":"https://static.tigerbbs.com/2a906c12b69962b4dd222f51848e4d05","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3570220781625377"},"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107985476","repostId":2133029965,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":107907900,"gmtCreate":1620437066000,"gmtModify":1634198806986,"author":{"id":"3582514962740876","authorId":"3582514962740876","authorIdStr":"3582514962740876","name":"YinFai","avatar":"https://static.tigerbbs.com/8b3236777157d8b61a9865bda227804e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582514962740876"},"htmlText":"希望是吧！","listText":"希望是吧！","text":"希望是吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107907900","repostId":2133029965,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":9,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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