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港股异动 | 雅迪控股(01585)现涨超4% 公司业务结构趋于多元化 机构重新测算中长期业务成长空间

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雅迪控股(01585)现涨超4%,截至发稿,涨3.99%,报12.52港元,成交额5534.75万港元。

中信建投指出,当前阶段看,雅迪的业务结构趋于多元化,远期的业务空间也需要进行一轮重新测算。国内整车业务方面,基于谨慎假设进行推算,我们判断远期稳态下公司国内整车业务利润规模相较当前仍有翻倍空间,收入规模相较当前仍有接近60%的空间;后装业务方面,整体测算来看,远期后装业务利润空间可以达到10.5亿元,收入规模约在86亿元;中性假设下,海外业务约有22.5亿利润空间以及208亿的收入空间。

该行表示,经过对于雅迪各项业务的整体重新测算,预计中性假设下远期收入为23年(预测值)的2.3倍,利润为3.2倍。该行指出,公司估值已经处于较低位置,结合中长期业务成长空间,具备较高投资价值。

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