长飞光纤(601869)：经营短期承压多元化战略持续推进

国泰君安04-03

本报告导读：更新盈利预测，下调目标价，维持增持评级；业绩低于预期，海外收入占比提升；完成多项整合，多元化持续推进。投资要点：更新盈利预测，下调目标价，维持增持评级。公司公告2023 年年报，低于市场预期。我们更新2024-2026 年归母净利润至12.86(-11.46%)/14.27(-14.13%)/15.96 亿元，对应 EPS 1.70/1.88/2.11 元，考虑公司历史估值中值TTM...

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长飞光纤(601869)：经营短期承压 多元化战略持续推进

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长飞光纤(601869)：经营短期承压多元化战略持续推进