创科实业:美国地产刚需有望释放 海外产能落成或提升确定性

开源证券
06 Mar

2025 年美国地产刚需释放,品牌力稳固、海外产能落地或提升业绩确定性考虑到海外产能爬坡折旧影响,我们将2025-2026 年净利润预测由13.69/17.10亿美元轻微下调至13.45/16.32 亿美元,并新增2027 年净利润预测19.40 亿美元,分别对应同比增速19.9%/21.3%/18.9%,对应摊薄后EPS 0.7/0.9/1.1 美元,当前股价对应20.0/16.5/13.9 倍...

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