《大行报告》大和上调中联重科(01157.HK)目标价至14.2元 评级「买入」
大和发表报告指,中联重科(01157.HK)管理层对其产品销售,特别是塔式起重机和混凝土机械产品看法正面,预期今年收入按年可有30%增长。
该行表示,集团指今年首季收入按年上升超过100%,且塔式起重机及高空作业平台录得稳健的新订单。虽然原材料成本上升或会为今年上半年的盈利能力带来挑战,但集团会透过提升售价及内部成本控制缓和风险。
大和上调中联重科股份目标价,由13.8元升至14.2元,评级维持「买入」,并调升集团今明两年每股核心盈利预测分别3%至4%,以反映去年业绩表现和对2023年预测。
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