安徽建工：Q3新签增18%加速国改市值管理催化

国泰君安11-20

本报告导读：安徽建工Q3 新签订单高速增长，预示未来业绩有提升潜力。证监会出台市值管理指引，对长期破净公司披露估值提升计划等作出专门要求，公司估值有望提升。投资要点：维持增持。受基建行业资金来源不及预期影响，下调预测 2024-2026 年EPS 至0.89/0.98/1.08(原1.04/1.18/1.34)元对应增速-2%/10%/9%。维持目标价7.07 元，对应2024 年7.9 倍PE。...

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安徽建工：Q3新签增18%加速 国改市值管理催化

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安徽建工：Q3新签增18%加速国改市值管理催化