上海建工2024年报点评：归母净利高增长六大新兴业务打造第二增长曲线

国泰海通证券2025-04-24

本报告导读：上海建工2024 年归母净利增长39.1%。六大新兴业务新签近千亿元，打造第二增长曲线。深入实施国企改革深化提升行动，促进企业机制改革。投资要点：维持增持。扣非归母净利润同减 44.5%，下调预测 2025-2026 年EPS0.20/0.21（原0.21/0.23）减16.5%/增5.0%，预测2027 年EPS 为0.23增5.0%。给予2025 年18.5 倍PE，下调目标价...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250424193152a6c68964&s=b><strong>国泰海通证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本报告导读：上海建工2024 年归母净利增长39.1%。六大新兴业务新签近千亿元，打造第二增长曲线。深入实施国企改革深化提升行动，促进企业机制改革。投资要点：维持增持。扣非 归母净利润同减 44.5%，下调预测 2025-2026 年EPS0.20/0.21（原0.21/0.23）减16.5%/增5.0%，预测2027 年EPS 为0.23增5.0%。给予2025 年18.5 倍PE，下调目标价...</p>\n\n<a 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上海建工2024年报点评：归母净利高增长 六大新兴业务打造第二增长曲线

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上海建工2024年报点评：归母净利高增长六大新兴业务打造第二增长曲线