600284-低价上海旧改核心标的:公司账面自由现金超70E,市值仅65亿,每年利润7-8亿。上半年订单增速超100%,订单潜力500亿以上,明年业绩确定高增。母公司浦发集团广泛参与上海城中村建设开发,近期并购的上海南汇建工也是城中村建设公司。看150E市值以上。
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