捷成股份

i问董秘
企业号

300182

业绩预测

本年度暂无机构做出业绩预测

[["2017","0.39","9.95","SJ"],["2018","0.04","0.91","SJ"],["2019","-0.91","-23.25","SJ"],["2020","-0.48","-12.39","SJ"],["2021","0.17","4.31","SJ"],["2022","0.20","5.21","SJ"],["2023","0.17","4.50","SJ"],[2024,null,null,"SJ"],[2025,null,null,"SJ"],["2026",null,null,"SJ"]]
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预测数据根据各机构发布的研究报告摘录所得,与本终端立场无关。

时间范围
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买      入 华泰金融(HK):Earnings Temporarily Dented on Soft Film Biz., AI R&D Intensified 2024-09-09
摘要:In 1H24, Jetsen Technology logged revenue/attributable NP/recurring NP of RMB1,451/250/249mn (-2.45/-29.06/-24.44% yoy) in 1H24. We lower our 2024/2025/2026 attributable NP estimates to RMB510/610/674mn (previous: RMB593/688/761mn). In light of Jetsen’s intensified R&D efforts in AI and its partnership with Huawei Cloud on developing video LLMs, we see potential new growth drivers for the company, and thus value the stock at 22x 2024E PE, a premium over its peers’average of 20x on Wind consensus estimates. Our target price is RMB4.18 (previous: RMB6.16). Maintain BUY. 查看全文>>

评级根据各机构发布的研究报告摘录所得,不代表本终端的立场。

评级 说明
公司评级 报告发布日后的12个月内,公司的涨跌幅度相对同期沪深300指数的涨跌幅为基准
买 入/推 荐 相对大盘涨幅大于10%
增 持/谨慎推荐 相对大盘涨幅在5%~10%之间
中 性/持 有 相对大盘涨幅在-5%~5%之间
减 持/卖 出 相对大盘涨幅小于-5%
注:以上为一般划分准则,具体评级请参考对应研究报告。