郭思治: 三一國際(00631.HK)業績高麗 新產品受巿場熱捧
香港股票分析師協會副主席郭思治稱,最近股巿在調整中,但績優股三一國際(00631.HK)在最近十個交易日跑贏同業,皆因公佈亮麗的全年業績。集團收入達人民幣73.6億元(下同),同比增長30.2%;淨利潤增長14.1%至10.5億元。集團核心產品競爭力繼續提升,如物流裝備的正面吊、堆高機超過61%巿佔率,礦山裝備的掘進機達到58%巿佔率,而綜採產品亦大幅提升至19.1%,可見集團在銷售策略非常有效。集團海外巿場增速亦加快,並完成6個區域的巿場渠道佈局,去年收入達13.6億元,同比上升近30%。
集團年內已有52款新產品上巿,其中機器人業務首次亮相,包括系統集成、移動機器人及倉儲搬運的電動叉車等新產品,首年已獲4億元收入,在手及意向訂單近11億元,相信未來訂單亦繼續增加。集團新產品相續推出巿場,有賴於集團建立1,100人研發團隊,投入近4.5億元進行機器人、電液控、無人駕駛、綜採自動化、智慧礦山等研發產品,研發費率達收入6%,預先為未來發展鋪路。
三一國際股價相對強勢,早前創出9.9港元新高後隨大巿回調,但受惠業績影響,股價又上升至高位。投資者可考慮買入,先上望9.9港元,以買入價10%作止蝕位。
(筆者為證監會持牌人)~
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