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《大行报告》美银证券上调鞍钢(00347.HK)目标价至6.3元 评级「买入」
阿思达克 05-04 10:12
美银证券发表报告指,鞍钢(00347.HK)今年首季纯利为15.2亿元人民币,按年上升421%,按季则增133%,表现优於早前盈利预告的13.5亿元人民币,亦高於该行及市场预测,达今年的盈利预测33%至34%。

该行表示,集团盈利表现改善主要是受到钢铁价格强劲推动,其今年首季毛利率为12%,高於去年全年的9%。该行预料,集团首季的单位盈利升至每吨561至577元人民币,对比去年第四季为426元人民币,及去年第一季为387元人民币。

美银证券上调鞍钢股份目标价,由5.5元升至6.3元,评级维持「买入」,并调升集团今年盈利预测6%。

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