郭思治: 三一国际(00631.HK)业绩高丽 新产品受市场热捧
香港股票分析师协会副主席郭思治称,最近股市在调整中,但绩优股三一国际(00631.HK)在最近十个交易日跑赢同业,皆因公布亮丽的全年业绩。集团收入达人民币73.6亿元(下同),同比增长30.2%;净利润增长14.1%至10.5亿元。集团核心产品竞争力继续提升,如物流装备的正面吊、堆高机超过61%市占率,矿山装备的掘进机达到58%市占率,而综采产品亦大幅提升至19.1%,可见集团在销售策略非常有效。集团海外市场增速亦加快,并完成6个区域的市场渠道布局,去年收入达13.6亿元,同比上升近30%。
集团年内已有52款新产品上市,其中机器人业务首次亮相,包括系统集成、移动机器人及仓储搬运的电动叉车等新产品,首年已获4亿元收入,在手及意向订单近11亿元,相信未来订单亦继续增加。集团新产品相续推出市场,有赖於集团建立1,100人研发团队,投入近4.5亿元进行机器人、电液控、无人驾驶、综采自动化、智慧矿山等研发产品,研发费率达收入6%,预先为未来发展铺路。
三一国际股价相对强势,早前创出9.9港元新高後随大市回调,但受惠业绩影响,股价又上升至高位。投资者可考虑买入,先上望9.9港元,以买入价10%作止蚀位。
(笔者为证监会持牌人)~
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