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《大行報告》大和升中聯重科(01157.HK)評級至「買入」 目標價上調至13.8元
阿思達克 01-22 11:52
中聯重科(01157.HK)前日(20日)公布業績預告,料去年純利按年升60%至72%,至介乎70億至75億元人民幣。大和隨後從管理層獲得有關2021年展望的更新,並發表報告,指整體而言,受惠起重機及新業務,以及估值吸引,該行對其今年前景感樂觀;上調其投資評級,由「跑贏大市」升至「買入」,目標價由8.4元升至13.8元。

報告稱,其主要產品銷售增長動力料持續,受惠來自新能源及土木工程客戶的下游強勁需求,料塔式起重機及大型流動起重機銷量今年將錄得高於同業的增長。該行引述管理層稱,近期產能利用率已滿荷,錄強勁訂單流入。中聯重科去年底自Bauma展獲得200億元人民幣新訂單,當中80億元人民幣屬塔式起重機,料今年上半年交付。

大和補充,中聯重科近期完成A股配售,集資52億元人民幣,料配售完成將支持其擴大新產品生產。該行上調其2020至2022年各年每股盈測介乎3%至9%,以反映剛公布的業績預增公告、A股配售及今年產品銷售展望。

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