金吾财讯 | 泉峰控股(02285)股价受压下行，午后维持于低位，截至发稿，报18.52港元，跌幅4.24%，成交额1611.13万港元。消息面上，华泰证券近日研报指，泉峰控股预告2024年收入同比增长25%-30%，据此测算2024年收入规模在17.2-17.9亿美元，超过该行此前预期(17.05亿元)；预告2024年录得净利润1.1-1.2亿美元，经调整纯利1.35-1.45亿美元(剔除德国施泰因海姆基地调整相关的非经常性成本)。不过，考虑到公司对德国的施泰因海姆基地调整带来部分非经常成本，该行略下调利润预测，预计24-26年归母净利润分别为1.17/1.59/1.93亿美元(较前值分别下调10.75%/3.96%/2.50%)，对应EPS为0.23/0.31/0.38美元，参考可比公司Wind一致预期25年17倍PE均值，考虑到公司海外产能有待持续建设，维持公司25年13倍目标PE，给予目标价31.38港币(前值32.30港币，基于25年13倍PE，EPS为0.32美元)，维持“买入”评级。
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