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港股异动 | 中联重科(1157.HK)跌逾3% 遭摩通减持逾428万股
格隆汇 09-16 11:54
格隆汇9月16日丨中联重科(1157.HK)现报5.51港元,跌3.16%,暂成交3407万港元,最新总市值432.6亿港元。根据港交所权益资料显示,中联重科被摩根大通于9月10日以每股均价5.5339港元减持428.16万股,涉资约2369.4万港元。减持后,摩根大通的最新持股数目为79,485,253股,持股比例由6.03%降至5.72%。不过,中联重科上周披露的投资者关系活动记录表显示,公司的农机业务今年上半年剔除政府补贴因素外,同比大幅减亏。 在市场下滑态势持续的背景下,公司仍能减亏的主要原因在于公司有做结构调整,经济作物农机与去年相比有变化,会在下半年明显体现。此前瑞信上调今年全年盈测18%,2020年及2021年亦分别上调23%及24%,以反映上半年强劲业绩表现。目标价上调至6.91港元,维持“跑赢大市”评级。
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