【券商聚焦】国泰君安下调复星旅游文化(01992)目标价4% 维持增持评级

金吾资讯03-19

金吾财讯 | 国泰君安发研报指，复星旅游文化(01992)2023年实现营收171.52亿元/+24.5%，毛利润55.95亿元/+40.2%，毛利率32.6%，同比2019年+0.7pct；归母净利润3.07亿元，利润率为1.8%。该行指，2023H2海外高端需求继续回暖，其中亚太地区价好于量；房地产销售业务占比大幅下降，旅游运营主业聚焦后有望集中管理资源、加速盈利端修复。2024、2025年，...

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