九华旅游：极端天气下客流承压关注交通改善效果

国泰君安10-30

本报告导读：考虑到台风等极端天气影响，客流承压导致业绩略低预期，关注交通改善带来的持续性影响。投资要点：投资建议：考虑极端天气下客流承压，下调公司 2024-2026 年预测EPS 为1.64（-11%）/1.85（-7%）/2.07（-4%）元，考虑到行业25 年平均26xPE，以及池黄高铁已通车，后续客流或不及预期，给予低于行业平均的23xPE，下调目标价为42.89 元（-5%），维持增持...

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九华旅游：极端天气下客流承压 关注交通改善效果

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九华旅游：极端天气下客流承压关注交通改善效果