民生证券给予山东药玻推荐评级

每日经济新闻10-29

民生证券10月29日发布研报称，给予山东药玻（600529.SH，最新价：25.57元）推荐评级。评级理由主要包括：1）公司发布2024年三季报；2）我们看好公司①集采驱动中硼硅模制瓶放量；②出口景气度；③纯碱成本下降带来的盈利弹性，考虑到公司毛利率环比有一定幅度下降，我们调整 2024-2026 年公司归母净利预测为 9.34、10.85、12.42 亿元，对应 PE 为18、16、14 倍，...

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