换肤

业绩预测

截至2024-11-22,6个月以内共有 2 家机构对天通股份的2024年度业绩作出预测;
预测2024年每股收益 0.17 元,较去年同比下降 35.36%, 预测2024年净利润 2.13 亿元,较去年同比下降 34.5%

[["2017","0.16","1.57","SJ"],["2018","0.29","2.84","SJ"],["2019","0.17","1.62","SJ"],["2020","0.39","3.81","SJ"],["2021","0.42","4.15","SJ"],["2022","0.66","6.69","SJ"],["2023","0.26","3.25","SJ"],["2024","0.17","2.13","YC"],["2025","0.24","3.01","YC"]]
单位:元汇总--预测年报每股收益
年度 预测机构数 最小值 均值 最大值 行业平均数
2024 2 0.17 0.17 0.17 1.25
2025 2 0.24 0.24 0.24 1.76
2026 2 0.30 0.30 0.30 2.26
单位:亿元汇总--预测年报净利润
年度 预测机构数 最小值 均值 最大值 行业平均数
2024 2 2.13 2.13 2.13 15.42
2025 2 3.01 3.01 3.01 20.42
2026 2 3.65 3.65 3.65 25.05

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。

业绩预测详表

调高调低
机构名称 研究员 预测年报每股收益(元) 预测年报净利润(元) 报告日期
2024预测 2025预测 2026预测 2024预测 2025预测 2026预测
华泰金融(HK) 李斌 0.17 0.24 0.30 2.13亿 3.01亿 3.65亿 2024-11-04
详细指标预测
预测指标 2021(实际值) 2022(实际值) 2023(实际值) 预测2024(平均) 预测2025(平均) 预测2026(平均)
营业收入(元) 40.85亿 45.08亿 36.82亿
34.69亿
37.23亿
41.43亿
营业收入增长率 29.44% 10.35% -18.32%
-5.79%
7.32%
11.28%
利润总额(元) 4.46亿 7.32亿 3.57亿
2.29亿
3.23亿
3.92亿
净利润(元) 4.15亿 6.69亿 3.25亿
2.13亿
3.01亿
3.65亿
净利润增长率 8.87% 61.30% -51.46%
-34.50%
41.20%
21.34%
每股现金流(元) 0.57 0.61 0.35
0.47
0.26
0.62
每股净资产(元) 5.05 6.32 6.59
6.68
6.91
7.18
净资产收益率 8.53% 12.31% 4.08%
2.56%
3.50%
4.09%
市盈率(动态) 18.45 11.76 29.47
45.59
32.29
25.83

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
更多>>
买      入 华泰金融(HK):Buyback and Project Extension Enhance Competitiveness 2024-11-04
摘要:Given the notable yoy increase in TDG Holdings’overall expense ratio in 9M24, we raise estimates for its sales, administrative, and R&D expenses during 2024-2026, and project attributable NP for 2024/2025/2026 at RMB213/301/365mn (-34.50/+41.20/+21.34% yoy, previous: RMB286/339/406mn), with EPS at RMB0.17/0.24/0.30. We value the stock at 34.4x 2025E PE (in line with its peers’average on Wind consensus). Our target price is RMB8.38 (previous: RMB 7.14). 查看全文>>
买      入 华泰证券:通过回购、项目延期以提升竞争力 2024-10-29
摘要:天通股份发布三季报:Q3实现营收9.93亿元(yoy+10.29%,qoq+37.15%),归母净利4535.06万元(yoy-50.84%,qoq+31.35%)。2024年Q1-Q3实现营收25.61亿元(yoy-11.34%),归母净利1.24亿元(yoy-55.50%),扣非净利1.01亿元(yoy-49.85%),业绩同比下降主因光伏行业弱景气。公司已经开启回购用于员工持股计划或股权激励,主营业务也在积极优化产能和产品以提升市场竞争力,维持“买入”评级。 查看全文>>
买      入 华泰金融(HK):GPM Up Qoq, Expense Ratio Growth Dragged Down NPM 2024-08-28
摘要:TDG Holdings’revenue/attributable net profit (NP) were RMB1.57/0.08bn (-21.1/-57.8% yoy) for 1H24, and RMB0.72/0.03bn (-33.1/-65.5% yoy, -14.3/-22.1% qoq). In view of the intensified competition in the electronic material and special equipment sectors, we trim our assumptions for its main products’GPM during 2024-2026, and estimate 2024/2025/2026 attributable NP at RMB286/339/406mn (previous: RMB399/457/531mn). We value the stock at 31x 2024E PE, in line with its peers’average on Wind consensus, for our target price of RMB7.14 (previous: RMB9.63). Maintain BUY. 查看全文>>
买      入 华泰证券:毛利率环增,但费率增加拖累净利率 2024-08-20
摘要:24H1公司实现营收15.7亿元(yoy-21.1%),归母净利0.8亿元(yoy-57.8%);其中Q2实现营收7.2亿元(yoy-33.1%、qoq-14.3%),归母净利0.3亿元(yoy-65.5%、qoq-22.1%)。考虑到电子和专用设备竞争加剧,我们下修24-26年公司主要产品毛利率,预计24-26年公司实现归母净利2.86/3.39/4.06亿元(前值:3.99/4.57/5.31亿元),可比公司24年Wind一致预期PE31.0X,给予公司PE(24E)31.0X,测算目标价7.14元(前值:9.63元),维持买入评级。 查看全文>>
买      入 华泰金融(HK):Both Materials and Special Equipment Marching Ahead 2024-06-12
摘要:TDG Holdings’s (TDG) 1Q24 revenue/attributable NP stood at RMB844/44.33mn (-6.92/-48.96% yoy, +6.38/-3.22% qoq). As industry demand picks up, we anticipate a sequential earnings improvement for TDG, and thus maintain our 2024/2025/2026 attributable NP forecasts at RMB399/457/531mn, with 2024E EPS of RMB0.32. We value the stock at 30.1x 2024E PE, in line with its peers’average on Wind consensus, for our target price of RMB9.63 (previous: RMB9.66). 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。

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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%
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