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大和:重申中聯重科(1157.HK)買入評級 目標價10.5港元
格隆匯 10-15 13:21

大和總研發表研究報告指,中聯重科(1157.HK)公佈第三季度盈利預喜,料純利按年升64-97%至14.8億-17.8億元人民幣;首9個月純利按年升58-67%至55億-58億元人民幣,該行重申其買入評級,目標價10.5港元。

大和指,中聯重科的強勁增長主要由於下游對建築設備的強勁需求、農業設備的復甦、以及良好成本控制,認為現時的良好表現受去年的低基數、起重機及挖掘機等重點產品的強勁銷售、以及營運效率提升。

另外,中聯重科早前宣佈以每股5.863元發行約1.94億股H股,集資約11.36億港元;而A股亦向不超過35名指定投資者發行不多於10.6億股A股,預期最多將可籌集56億元人民幣,將用於挖掘機械智能製造、攪拌車類產品智能製造升級、關鍵零部件智能製造,以及補充流動資金。該行認為,相關交易或會令2021年每股盈利攤薄14-16%。

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