三一國際(0631.HK)公佈一季度業績,銷售收入24.1億元,同比增幅達55.3%
2021年5月10日盤後,三一國際(00631.HK)公佈2021年第一季度業績,銷售收入同比大幅增長約55.3%,淨利潤同比增長約32.4%。
公司公吿顯示,2021年第一季度銷售收入為人民幣24.1億元,較去年同期15.5億元大幅增長約55.3%;淨利潤3.4億元,較去年同期2.5億元增長約32.4%。報吿期內業績大幅增長主要由於(1)礦山智能化建設加速推進,公司深入推廣智能掘進機、智能綜採等智能化產品;(2)港口運營向智慧港口、綠色港口轉型升級,公司加強了智能場橋、電動正面吊、電動堆高機等新產品的推廣力度;(3)在國家智能製造政策帶動下,智能工廠需求增長強勁,公司新業務機器人板塊收入快速增長。
礦山智能化建設繼續提速、港口裝卸和運輸設備持續向電動化、自動化方向升級,成為公司礦山裝備和物流裝備板塊保持增長的重要驅動力;公司同時積極佈局海外市場,加大國際營銷渠道建設,隨着寬體車、伸縮臂叉車等產品的國際市場需求快速增長,將為公司營業收入及淨利潤雙增長提供更多動能。
公司繼續加大在機器人系統集成、移動機器人、電動叉車、礦車無人駕駛、綜採自動化及智能礦山等新業務領域的投入,抓住行業智能化升級機遇,打造產品核心競爭力,不斷提升市場份額,始終保持行業領先地位。近期多家券商相繼發佈研究報吿稱,隨着機器人等新業務的迅速擴大,有助於三一國際實現多元化並實現高質量增長,其中招銀國際證券在3月22日的研報中大幅上調三一國際目標價至11.9港元/股,並強調對公司的買入評級。
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