【行业研究报告】恩捷股份-业绩符合预期，龙头地位稳固

主要财务指标2021A2022A2023E2024E2025E
营业总收入7,98212,59117,06021,97527,330
同比(%)86.4%57.7%35.5%28.8%24.4%
归属母公司净利润2,7184,0005,6627,1408,999
同比(%)143.6%47.2%41.5%26.1%26.0%
毛利率(%)49.9%47.8%49.1%46.8%46.2%
ROE(%)19.6%22.6%24.2%23.4%22.8%
EPS（摊薄）（元）3.064.486.348.0010.08
P/E81.8329.3118.4914.6611.63
P/B16.166.614.483.432.65
EV/EBITDA55.3521.3113.4310.748.37