<p>IHI（东京证券交易所代码：7013）发布了即将到来的财年的修订盈利指引，预计收入和利润将更强劲。该公司还提高了与去年相比的第二季度股息，这突显了管理层的信心和潜在的投资者兴趣。</p>
<p>查看我们对 IHI 的最新分析。</p>
<p>IHI 最近的上调和股息增加似乎激发了重新的乐观情绪，股票今年迄今为止的回报率达到了惊人的 135.8%。动能显然在增强，过去三个月上涨了 25.8%，一年期的总股东回报接近 139%，这使得长期持有者稳稳地处于赢家行列。</p>
<p>如果你对目前其他表现良好的股票感兴趣，现在可能是扩大视野、发现高内部持股的快速增长股票的完美时机。</p>
<p>在如此显著的收益和乐观的预测下，投资者现在面临一个关键问题：IHI 的交易价格是否仍低于其真实价值，还是市场已经考虑了公司的增长前景？</p>
<h2>最受欢迎的叙述：1.9% 被低估</h2>
<p>IHI 广泛关注的叙述将其公允价值定为¥3,023，略高于最新收盘价¥2,965。市场情绪有动能，但这些假设能否成立？</p>
<blockquote>
<p><em>&#34;民用航空发动机备件的强劲销售可能不可持续，存在未来收入下降和过于乐观的股票估值风险。电力系统的不当行为和季节性下滑可能会损害净利润率和收入，SG&amp;A 费用的上升进一步施加压力。&#34;</em></p>
</blockquote>
<p>阅读完整叙述。</p>
<p>创纪录的销售、利润率变化以及高于大多数行业同行的未来利润倍数是这一计算的核心。想知道是什么大胆的预测推动了这个目标吗？深入了解分析师们现在押注的惊人细节。</p>
<p><strong>结果：公允价值为¥3,023（被低估）</strong></p>
<p>完整阅读叙述，了解预测背后的原因。</p>
<p>然而，民用航空发动机销售的持续强劲或财务稳健的改善仍可能挑战对 IHI 的当前谨慎展望。</p>
<p>了解 IHI 叙述的关键风险。</p>
<h2>另一种观点：市场价格与内在价值</h2>
<p>虽然分析师的共识认为 IHI 略显被低估，但我们的 DCF 模型提供了不同的视角。根据 SWS DCF 模型，IHI 的交易价格为¥2,965，远高于其估计的公允价值¥2,467.8。这表明基于未来现金流的潜在高估。市场是否过于乐观，或者是否存在未完全捕捉的风险？</p>
<p>了解 SWS DCF 模型如何得出其公允价值。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/a17de512-66f6-42f5-b6eb-c32dcaa4170b/chart/dcf?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/a17de512-66f6-42f5-b6eb-c32dcaa4170b/chart/dcf"/></p>
<p>截至 2025 年 11 月的 7013 折现现金流</p>
<p>Simply Wall St 每天对全球每只股票进行折现现金流（DCF）分析（例如查看 IHI）。我们展示了完整的计算过程。您可以在您的观察列表或投资组合中跟踪结果，并在变化时收到提醒，或者使用我们的股票筛选器发现 908 只基于现金流的被低估股票。如果您保存筛选器，我们甚至会在新公司匹配时提醒您——这样您就不会错过潜在机会。</p>
<h2>构建您自己的 IHI 叙述</h2>
<p>如果您有不同的观点或想深入挖掘，您可以使用我们的数据在几分钟内构建个人叙述，按照您的方式进行。</p>
<p>您对 IHI 研究的一个很好的起点是我们的分析，突出了 2 个关键奖励和 2 个可能影响您投资决策的重要警示信号。</p>
<h2>寻找更多聪明的投资想法？</h2>
<p>不要让良机从您身边溜走。扩大您的潜力，利用当前市场环境量身定制的股票选择，抓住您的优势。</p>
<ul>
<li>通过关注 AI 趋势，发现这 26 只即将改变行业的 AI 便士股票，揭示下一波技术颠覆。</li>
<li>通过瞄准这些 16 只收益率超过 3% 的股息股票，提升您的长期回报并享受稳定的收入。</li>
<li>在市场其他人注意到之前，利用这些 908 只基于现金流的被低估股票，抓住强劲现金流机会。</li>
</ul>
<p><em>这篇文章由 Simply Wall St 撰写，性质一般。<strong>我们基于历史数据和分析师预测提供评论，仅使用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 它不构成购买或出售任何股票的推荐，也不考虑您的目标或财务状况。我们的目标是为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>

7013

<p>IHI Corporation（东京证券交易所代码：7013）已上调其盈利指引并增加了股息，反映出管理层的信心和投资者的兴趣。今年该股上涨了 135.8%，公允价值估计为¥3,023，略高于当前价格¥2,965。分析师认为 IHI 的估值略显低估，但 DCF 模型则暗示可能存在高估。投资者被鼓励进一步探索与 IHI 估值相关的见解和风险</p>

<p>IHI (TSE:7013) released revised earnings guidance for the upcoming fiscal year, projecting stronger revenue and profits. The company also raised its second-quarter dividend compared to last year, which highlights confidence from management and potential investor interest.</p>
<div class="lb-trans"><p>IHI（东京证券交易所代码：7013）发布了即将到来的财年的修订盈利指引，预计收入和利润将更强劲。该公司还提高了与去年相比的第二季度股息，这突显了管理层的信心和潜在的投资者兴趣。</p>
</div><p>See our latest analysis for IHI.</p>
<div class="lb-trans"><p>查看我们对 IHI 的最新分析。</p>
</div><p>IHI’s recent upward revisions and dividend boost appear to have fueled renewed optimism, with the stock posting a remarkable 135.8% share price return so far this year. Momentum is clearly building, as shown by a 25.8% gain over the past three months and a 1-year total shareholder return of nearly 139%, which puts longer-term holders firmly in the winners’ circle.</p>
<div class="lb-trans"><p>IHI 最近的上调和股息增加似乎激发了重新的乐观情绪，股票今年迄今为止的回报率达到了惊人的 135.8%。动能显然在增强，过去三个月上涨了 25.8%，一年期的总股东回报接近 139%，这使得长期持有者稳稳地处于赢家行列。</p>
</div><p>If you’re interested in what else is working right now, this could be the perfect moment to broaden your radar and discover fast growing stocks with high insider ownership</p>
<div class="lb-trans"><p>如果你对目前其他表现良好的股票感兴趣，现在可能是扩大视野、发现高内部持股的快速增长股票的完美时机。</p>
</div><p>With such significant gains and upbeat forecasts, investors now face a crucial question: Is IHI still trading below its true value, or has the market already factored in the company’s growth prospects?</p>
<div class="lb-trans"><p>在如此显著的收益和乐观的预测下，投资者现在面临一个关键问题：IHI 的交易价格是否仍低于其真实价值，还是市场已经考虑了公司的增长前景？</p>
</div><h2>Most Popular Narrative: 1.9% Undervalued</h2>
<div class="lb-trans"><h2>最受欢迎的叙述：1.9% 被低估</h2>
</div><p>IHI’s widely followed narrative puts its fair value at ¥3,023, slightly above the latest close of ¥2,965. Market sentiment has momentum, but will the assumptions stand up?</p>
<div class="lb-trans"><p>IHI 广泛关注的叙述将其公允价值定为¥3,023，略高于最新收盘价¥2,965。市场情绪有动能，但这些假设能否成立？</p>
</div><blockquote>
<p><em>&#34;Strong sales in civil aero engines spare parts may not be sustainable, risking future revenue declines and overoptimistic stock valuations. Improper conduct in Power Systems and seasonal downturns could hurt net margins and revenue, with rising SG&amp;A expenses adding further pressure.&#34;</em></p>
</blockquote>
<div class="lb-trans"><blockquote>
<p><em>&#34;民用航空发动机备件的强劲销售可能不可持续，存在未来收入下降和过于乐观的股票估值风险。电力系统的不当行为和季节性下滑可能会损害净利润率和收入，SG&amp;A 费用的上升进一步施加压力。&#34;</em></p>
</blockquote>
</div><p>Read the complete narrative.</p>
<div class="lb-trans"><p>阅读完整叙述。</p>
</div><p>Record sales, margin shifts, and a future profit multiple that is higher than most industry peers sit at the heart of this calculation. Wondering what bold projections drive this target? Dive in to uncover the surprising details analysts are betting on now.</p>
<div class="lb-trans"><p>创纪录的销售、利润率变化以及高于大多数行业同行的未来利润倍数是这一计算的核心。想知道是什么大胆的预测推动了这个目标吗？深入了解分析师们现在押注的惊人细节。</p>
</div><p><strong>Result: Fair Value of ¥3,023 (UNDERVALUED)</strong></p>
<div class="lb-trans"><p><strong>结果：公允价值为¥3,023（被低估）</strong></p>
</div><p>Have a read of the narrative in full and understand what's behind the forecasts.</p>
<div class="lb-trans"><p>完整阅读叙述，了解预测背后的原因。</p>
</div><p>However, ongoing strength in civil aero engine sales or improvements in financial soundness could still challenge the current cautious outlook on IHI.</p>
<div class="lb-trans"><p>然而，民用航空发动机销售的持续强劲或财务稳健的改善仍可能挑战对 IHI 的当前谨慎展望。</p>
</div><p>Find out about the key risks to this IHI narrative.</p>
<div class="lb-trans"><p>了解 IHI 叙述的关键风险。</p>
</div><h2>Another View: Market Price and Intrinsic Value</h2>
<div class="lb-trans"><h2>另一种观点：市场价格与内在价值</h2>
</div><p>While analysts' consensus sees IHI as modestly undervalued, our DCF model presents a different perspective. According to the SWS DCF model, IHI is trading at ¥2,965, which is well above its estimated fair value of ¥2,467.8. This suggests potential overvaluation based on projected future cash flows. Could the market be too optimistic, or are there risks not fully captured?</p>
<div class="lb-trans"><p>虽然分析师的共识认为 IHI 略显被低估，但我们的 DCF 模型提供了不同的视角。根据 SWS DCF 模型，IHI 的交易价格为¥2,965，远高于其估计的公允价值¥2,467.8。这表明基于未来现金流的潜在高估。市场是否过于乐观，或者是否存在未完全捕捉的风险？</p>
</div><p>Look into how the SWS DCF model arrives at its fair value.</p>
<div class="lb-trans"><p>了解 SWS DCF 模型如何得出其公允价值。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/a17de512-66f6-42f5-b6eb-c32dcaa4170b/chart/dcf" alt="" original-src="https://images.simplywall.st/company/a17de512-66f6-42f5-b6eb-c32dcaa4170b/chart/dcf"/></p>
<p>7013 Discounted Cash Flow as at Nov 2025</p>
<div class="lb-trans"><p>截至 2025 年 11 月的 7013 折现现金流</p>
</div><p>Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out IHI for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 908 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.</p>
<div class="lb-trans"><p>Simply Wall St 每天对全球每只股票进行折现现金流（DCF）分析（例如查看 IHI）。我们展示了完整的计算过程。您可以在您的观察列表或投资组合中跟踪结果，并在变化时收到提醒，或者使用我们的股票筛选器发现 908 只基于现金流的被低估股票。如果您保存筛选器，我们甚至会在新公司匹配时提醒您——这样您就不会错过潜在机会。</p>
</div><h2>Build Your Own IHI Narrative</h2>
<div class="lb-trans"><h2>构建您自己的 IHI 叙述</h2>
</div><p>If you have a different perspective or want to dig deeper yourself, you can craft a personal narrative using our data in just a few minutes, Do it your way</p>
<div class="lb-trans"><p>如果您有不同的观点或想深入挖掘，您可以使用我们的数据在几分钟内构建个人叙述，按照您的方式进行。</p>
</div><p>A great starting point for your IHI research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.</p>
<div class="lb-trans"><p>您对 IHI 研究的一个很好的起点是我们的分析，突出了 2 个关键奖励和 2 个可能影响您投资决策的重要警示信号。</p>
</div><h2>Looking for More Smart Investment Ideas?</h2>
<div class="lb-trans"><h2>寻找更多聪明的投资想法？</h2>
</div><p>Don’t let great opportunities pass you by. Broaden your potential and seize your edge with tailored stock picks for the current market environment.</p>
<div class="lb-trans"><p>不要让良机从您身边溜走。扩大您的潜力，利用当前市场环境量身定制的股票选择，抓住您的优势。</p>
</div><ul>
<li>Uncover the next wave of tech disruption by zeroing in on AI trends with these 26 AI penny stocks, which are set to transform industries.</li>
<li>Boost your long-term returns and enjoy steady income by targeting these 16 dividend stocks with yields &gt; 3% offering yields above 3%.</li>
<li>Capitalize on undervalued gems before the rest of the market catches on, thanks to these 908 undervalued stocks based on cash flows pinpointing strong cash flow opportunities.</li>
</ul>
<div class="lb-trans"><ul>
<li>通过关注 AI 趋势，发现这 26 只即将改变行业的 AI 便士股票，揭示下一波技术颠覆。</li>
<li>通过瞄准这些 16 只收益率超过 3% 的股息股票，提升您的长期回报并享受稳定的收入。</li>
<li>在市场其他人注意到之前，利用这些 908 只基于现金流的被低估股票，抓住强劲现金流机会。</li>
</ul>
</div><p><em>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</em></p>
<div class="lb-trans"><p><em>这篇文章由 Simply Wall St 撰写，性质一般。<strong>我们基于历史数据和分析师预测提供评论，仅使用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 它不构成购买或出售任何股票的推荐，也不考虑您的目标或财务状况。我们的目标是为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
</div>

IHI 公司（东京证券交易所代码：7013）：在上调盈利指引和提高股息后的估值分析