中金上调中联重科(1157.HK)今明两年盈测重申“跑赢大市”评级
中金公司发表研究报告预料,中联重科(1157.HK)的盈利能力有望持续提升,将2019年盈利预测上调6.7%至40.25亿元(人民币,下同),以及2020年盈利预测上调9.3%至47.91亿元。该行维持公司A股及H股的目标价,以及“跑赢大市”评级。
中金公司预计,中联重科第二季度净利润约15.5亿元,按年增长2.2倍,销售净利润率约13%,按年及按季均有上升,又指公司盈利能力改善,主要受惠于高毛利的产品混凝土泵车等持续快速增长和费用率按年快速下降,预计公司汽车起重机产品市场占有率仍有望持续提升,混凝土机械、塔式起重机有望延续高增长趋势。
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