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发布股权激励、控股股东全额认购定增,行业拐点已至,公司信心显现
事件:1)股权激励:公司发布限制性股票激励计划,拟向激励对象(含高管、骨干在内118人)授予352.30万股(约占总股本0.88%),授予价格为每股7.28元,考核目标为2023/2024/2025年扣非归母净利润达2.5/5.5/7.0亿元,摊销费用分别为716/1069/494万元。2)定增:公司拟向控股股东、实际控制人定向增发不超过0.73亿股(约占总股本18.2%),认购价格为11.64元/股(过去20日股价的80%),总金额不超过8.5亿元,募集资金将被用于补充流动资金。本次股票激励、全额定增认购同时发布显现公司后续经营信心,行业逐步度过逆行期,低价浆快速进入成本,预计Q3盈利快速显现。
产销稳健,预计Q3盈利显著修复。Q2销量受益于食品卡、文化纸、热转印产能爬坡,环比预计稳中向上;吨盈利方面,纸浆成本回落&竞争激烈、纸价高位回落,低价浆逐步到库,成本下降幅度显著大于纸价,盈利有望逐步修复;但是人民币贬值,公司购浆成本预计提升并产生汇兑损失,预计Q2盈利仍延续弱势,Q3下游旺季补库、需求回暖,报表成本大幅滑落,盈利弹性预计充分显现。
横纵布局,产品结构优化,成长路径清晰。2022年公司合计拥有8条原纸产线、135万吨产能,2023年预计食品卡产能延续爬坡,且转印纸/描图纸将分别新增2.2万吨/1.8万吨产能,30万吨包装纸(低价/低毛利)改产至格拉辛年底有望投产,湖北基地一期(瓦楞纸/箱板纸各30万吨)预计2024Q3投产。此外,公司上游布局持续扩张,30万吨化机浆有望2023Q4投产,60万吨化学浆目前已至环评二次公示,投产后有望弱化周期波动。
盈利预测:我们预计2023-2025年公司净利润分别为3.0亿元、6.0亿元、7.5亿元,对应PE为18.8X、9.4X、7.6X,维持“买入”评级。盈利预测下调主要系价格端下滑、高价浆消化缓慢、人民币贬值产生汇兑损失,多因素导致盈利修复节点延后。
风险提示:原材料价格波动、需求复苏不及预期,食品卡纸竞争加剧,产能爬坡不及预期。