2026年9月2日，华泰证券（601688）发布研报，上调金禾实业（002597）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：
We maintain our attributable NP forecasts for the company for 2026/2027/2028 atRMB670/770/910mn, representing 93/15/18% YoY growth and implying EPS ofRMB1.18/1.36/1.60. With reference to the Wind consensus estimate of an average14x PE for comparable companies in 2026, and considering the growth potential ofthe company's projects under investment, the potential recovery in the businessclimate of sugar substitutes, and the company's industry-leading position, weassign the company a 19x PE for 2026 and derive a target price of RMB22.42(previous: RMB25.96, on a 22x 2026E PE). Maintain OVERWEIGHT.
（数据来源：同花顺（300033）iFinD）
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