2026年4月16日，华泰证券（601688）发布研报，上调晨化股份（300610）评级，评级由“增持”调整为“买入”。本次评级报告研究员为庄汀洲。

该研报摘要表示：
Given profitability headwinds from the US-Iran-Israel conflict, we lower our 2026/ 2027/2028 attributable net profit forecasts to RMB89/108/127mn (-27/-19% vs our prior 2026/2027 estimates of RMB122/132mn), with EPS of RMB0.42/0.50/0.59. The company’s peers trade at an average 2026E PE of 33x on Wind consensus, and accounting for its limited cost pass-through capability, we assign the stock 31x 2026E PE (previously 26x 2025E), deriving our new target price of RMB12.71 (previous: RMB13.26).

（数据来源：同花顺（300033）iFinD）

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