港股异动|海尔电器逆势涨近4%获招商证券予以推荐评级
格隆汇8月1日丨海尔电器(1169.HK)午后持续拉升,现报19.26港元,涨幅3.88%,暂成交1.56亿港元,最新总市值541亿港元。招商证券认为,公司的洗衣机和热水器业务在回暖,经营趋势亦向好。公司的毛利率从2014年的14.7%,提高到2018年的17.8%;净利率也由3%提高到4%;2019年一季度在加大的经营压力下仍然实现4.5%的净利率。公司一季度总营收合计增长0.2%,归母净利增长10.3%,预计Q2收入端可能受黑电、空调的渠道业务而有所拖累;但考虑到零售端改善在下半年将进一步向出货端传导,全年业绩仍然值得期待,维持公司“推荐”评级。
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