港股異動 | 中國聯塑(2128.HK)漲超3%再創歷史新高 市值達640億港元
格隆匯4月27日丨中國聯塑(2128.HK)拉昇漲3.35%,盤中高見20.75港元再創歷史新高,年內已累計飆漲70%,市值達640億港元。在2020年公司營收280.73億元同增6.6%,歸母淨利37.51億元同增24.01%,盈利能力提升超出市場預期。國泰君安指出,下游需求高景氣,銷量和銷價低基數背景下2021年公司營收有望實現增長加速,利潤率有望保持較強韌性。另外,公司管道業務穩佔龍頭地位優勢明顯,擴品類佈局增加遠期增長前景,生產效率提升與規模效應逐漸顯著逐年增加利潤率。花旗將聯塑2021至2023年度盈利預測上調1%至2%,目標價由22港元升至24.5港元,予其“買入”評級。

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