《大行报告》高盛上调鞍钢(00347.HK)及马钢(00323.HK)目标价 评级「买入」
高盛发表报告,调升中国钢铁业的钢产品单位利润预测每吨50元至100元人民币,以反映虽然该行相信需求复苏仍然正面,但行业今年打後的出产可能会进一步收紧。
该行预期,内地及国际重新将重点放於改善空气质素,将导致今明两年的钢铁出产下跌1%至2%,而中国致力控制碳排放,长期亦会更加制约钢铁供应。
高盛维持鞍钢(00347.HK)股份「买入」评级,目标价由5.6元升至7.1元,并下调集团去年每股盈利预测7%,今年及明年则分别调升22%及17%。至於马钢(00323.HK)评级亦维持「买入」,目标价由2.9元升至3.6元,2020年至2022年每股盈利预测分别调升3%、41%及37%。
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