国泰君安(香港)：重申理文化工(00746)“买入”评级 目标价4.1港元
国泰君安(香港)发布报告称，并重申理文化工(00746)“买入”评级，目标价4.1港元。该行维持2024/2025/2026年每股盈利预测为0.674港元/1.109港元/1.284港元，同比增长58.5%/95.3%/31.1%。
报告中称，理文化工2024上半年股东净利将同比增长125%左右。公司解释称，由于若干原材料及能源成本下降，股东净利将于2024上半年同比增长125%左右，相当于约2.3亿港元。该行认为，除了成本下降之外，制冷剂价格的上涨推动了公司主要产品之一的二氯甲烷等氯甲烷产品的需求，也有助于其2024上半年业绩的改善。
该行表示，受益于需求改善和产品组合向好，预计2024年将出现强劲复苏。1)鉴于一些小型生产商在最近的市场整合中被淘汰，该行预计部分基础化工产品的价格会随着需求增加而回升。2)常熟工厂新建的碳酸亚乙烯酯(VC)生产线和珠海工厂扩建的氟代碳酸乙烯酯(FEC)生产线将产生额外收入。3)LMC调整了江西新收购土地的用途，以开发毛利率更高的高端氟聚物。
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