Investment Rating - The investment rating for the company is "Accumulate" (maintained) [1][2]. Core Views - The company reported a revenue of 397 million yuan for Q1-Q3 2024, representing a year-on-year increase of 3.84%, and a net profit attributable to the parent company of 48.05 million yuan, up 2.8% year-on-year [2]. - The company is focusing on expanding its international presence, with plans to establish subsidiaries in Mexico and Hong Kong to enhance its brand and competitiveness [3]. - The shipbuilding industry is experiencing an upward trend, with domestic shipyards' orders extending to 2026, indicating potential growth in container ships, PCTC ships, and LNG ships [3]. - The company has received several awards, including the "2023 Golden Bull Small Giant Award" and recognition as one of the "Top Ten Value Companies" on the Beijing Stock Exchange [4]. Financial Summary - For 2024E, the company expects revenue to reach 550 million yuan, with a net profit of 64 million yuan, corresponding to an EPS of 0.88 yuan per share [2][6]. - The projected P/E ratios for 2024E, 2025E, and 2026E are 19.4, 18.5, and 15.3 respectively, indicating a favorable valuation trend [6][7]. - The company's gross margin is expected to remain stable around 29.8% for 2024E, with a net margin of 11.7% [6][7].
克莱特：北交所信息更新：船舶+轨交风机景气度好，低碳冷却服务绿色能源