长江证券：维持华利集团“买入”评级，利润率强稳定性下估值溢价显现

金融界11-12

长江证券研报指出，华利集团（300979）(300979.SZ)Q3收入、归母净利、扣非净利分别为60.39、9.65、9.58亿元，分别同比+18.5%、+16.1%、+17.4%，收入偏预期下限。公司新老客户放量可期，叠加强稳定性下估值溢价渐显。短期，低基数+下游库存改善推动接单改善，老客恢复、新客延续高增下预计2024年业绩亮眼。中期，老客调整企稳叠加(次)新客户持续放量有望驱动新一轮成长，...

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