汇通达网络(09878)2023年年报点评：强化底层能力建设，拥抱长期发展韧性

国泰君安04-07

本报告导读：公司进一步提升供应链建设及会员服务能力，业务结构优化利好长期健康稳定发展。摘要：维持增持。2023年营收824亿元/+0.4%，归母净利4.48亿元/+41.7%，经调整归母净利4.48亿元/+9.8%符合预期。考虑到优化业务结构，下调预测2024-25年经调整归母净利至6.02/7.59亿元人民币(原6.66/8.67亿元)增速34/26%，预测2026年经调整归母净利为9.31亿元...

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