中集安瑞科(03899)化工板块短期拖累，能源装备带来长期增长确定性

兴业证券05-23

投资要点化工板块短期拖累：2023年公司实现收入236.3亿元，同比增长20.5%，净利润同比增长7.2%至11.6亿元，核心溢利同比增长4.4%至12.8亿元，公司综合毛利率同比下降1.7个百分点至15.7%。2024Q1公司收入同比下降6.8%至46.35亿元，其中清洁能源分部同比增长21.2%至32.55亿元，化工环境分部同比下降58.6%至5.62亿元，液态食品分部同比下降11.7%至...

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