傲神金股的订阅用户，大家好！
远洋捕捞公司平潭海洋（股票代码：PME）自去年11月初的亲民价0.89美元一路飙升至了4.49美元，累计涨幅超过400%。虽然看似涨幅已经很大，但正如我们一再强调的，PME目前只恢复了30%的产能就已经让股价不断走高，可以预见，随着印度尼西亚海域的开放，后市还将开启一波上涨狂欢。
然而，一家好的公司，刺激点决不可能只有一个。今日PME就放出重磅，宣布进军消费食品领域，并已经开始在中国福建省的平潭综合试验区建设加工厂。
让我们先来看新闻详情：
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平潭海洋宣布进军消费食品领域
新建加工厂将作为平潭海洋的中央仓储、加工和分销基地
2017年3月15日，中国福州——平潭海洋企业有限公司（纳斯达克：PME，以下简称“平潭海洋”或“公司”），是一家总部位于中华人民共和国的全球化渔业公司。公司于今天宣布，平潭海洋已进行股权投资的环球深海鱼（平潭）实业有限公司（GDOF）已经开始在中国福建省的平潭综合试验区建设加工厂。
此加工厂占地4万平方米，主要建设一座容量5万吨的冷藏库、一座精深加工车间和配套的加工与包装车间，以及一座普通仓库，整体设施建筑面积达81,654平方米。建成后主要用于冷藏、加工和分销平潭海洋的船队捕捞的各种深海鱼产品。加工厂预计于2018年建成并投入运营。由于近年来消费者对食品安全问题日益关注，公司认为中国的消费者对厂家自捕和加工的天然海洋产品有着强烈的需求。
公司的董事长及首席执行官卓新荣先生表示：“经过两年的准备，今天我们很高兴在这里宣布渔品加工厂项目有了新的进展，这标志着我们进军消费食品加工行业迈出了可喜的第一步。为适应中国大陆地区对深海鱼产品需求的不断增长，平潭海洋在加强新海域、新渔船部署的同时，注重产业链的延伸，注重海洋捕捞与渔品加工环节的融合，扩大国内的业务范围和市场占比，扩大平潭海洋的品牌影响力。下一步我们将加快建设加工厂的步伐，按照科学合理、有序高效的管理原则，按期实现竣工投产，使其今后对平潭海洋的发展起到积极的作用。”
关于平潭海洋
平潭海洋是一家全球性渔业公司，通过其子公司福建省平潭县远洋渔业集团有限公司（即“平潭远洋”）开展远洋捕捞作业。
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建立加工厂对PME意味着什么？将带来多大的冲击？
1、酝酿转型，净利润将提升50%。
加工厂的建成，也就表明PME正在从以往的批发商（B2B）转型到零售商（B2C），PME捕捞到的鱼货将直接销售给消费者，这就意味着，曾经被层层中间商赚取的利润，将全部由PME获得！根据零售价与曾经的批发价对比，公司预计，净利润将直接增加50%。
而根据公司近期的业绩前瞻，我们预计2017年保守的利润将为保守的每股盈利（EPS）将达到0.32-0.4美元。如果2018年加工厂能投入运营，我们预计年度EPS将至少达到0.48-0.6美元。
2、转型零售商，估值将进一步提升。
目前PME还属于农林牧鱼行业，由于行业特性，市场给予的平均估值并不是太高，而一旦成功转型成零售商，其估值将更上一层楼，我们预计其市盈率将提升至15-20倍。
根据2018年EPS 0.48-0.6美元的预期，PME的目标价将为7.2-12美元的区间！
而截止周二的4.49美元收盘价，PME的升值空间还有60%-167%。
3、市场主导地位将带来定价优势。
此外，PME还在中国海货市场占据主导地位，目前中国的远洋捕捞鱼货不超过150万吨，其中，PME就占有了50万吨，市场份额达三分之一，因此体现在零售端的优势就是定价权。也就表明，PME的利润还有很大的弹性！
因此，我们认为PME是一支股价还未完全反映其价值的优质股，可以期待更高的回报！
从日线图来看，PME目前正处于完好的上涨通道中，虽然近期在窄幅震荡，但一旦调整结束，将继续强势的上涨行情。
Sincerely
傲神金股分析团队
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