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郭思治: 三一国际(00631.HK)业绩持续增长 智能化产品成致胜关键
阿思达克 05-21 10:25
香港股票分析师协会副主席郭思治称,疫情後商业活动有序回复,不少行业受惠经济复苏,机械装备成为受惠行业之一。三一国际(00631.HK)上周公布2021年第一季度财务数据,收入24.1亿元人民币(下同),同比上升55%,溢利3.4亿元,上升32%。

集团产品经济规模效益持续增强,矿山装备及物流装备收入分别为15.9亿元及8.2亿元,同比增长62.6%及43.5%。掘进机持续向大型化智慧化转型,带动收入同比增加55%,液压支架增长50%,铁路集装箱化比例的提升以及海外疫情缓和刺激小港机的销售,海外伸缩臂叉车也获得客户的广泛认可。

集团产品走向自动化及智能化,符合国家碳中和政策要求。因此矿山智能化建设及港口运营智慧港口、绿色港口转型升级,成为集团矿山和物流业务增长的重要驱动力。

集团在季度财务数据公布後,股价出现回调,与净利润的增幅低於毛利增幅有关。集团表示,期内智慧矿山研发投入加大,引致成本上升,但因研发新产品可刺激销售需求。集团去年亦重点研发机器人、电液控制、无人驾驶、综采自动化等新业务领域,目前订单共9.5亿元,意向订单约5亿元。

近两个交易日集团股价开始靠稳,调整料近尾声,投资者可吼位吸纳,先上望9.3至9.4元水平。

(笔者为证监会持牌人)~

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