兴证国际:维持泉峰控股(02285.HK)“买入”评级 2025H1业绩超预期

智通财经
Sep 12, 2025
【兴证国际:维持泉峰控股(02285.HK)“买入”评级 2025H1业绩超预期】智通财经APP获悉,兴证国际发布研报称,看好泉峰控股(02285.HK)作为优质出海品牌在本轮美国地产30年大修复和5年库存周期左侧的双重共振机会,仍在2-3年维度看好需求侧提速增长,越南的对美出口产能在明年基本覆盖,带动利润率复苏。公司质地优质,渠道基础深厚,公司有望成为本轮美国地产链需求修复弹性最大的标的之一。该行预计公司2025-2027年收入分别同比变动+3.6%/+12.0%/+8.5%,2025-2027年经调整净利润分别同比变动-3.0%/+3.3%/+23.7%,维持“买入”评级。

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