郭思治: 三一國際(00631.HK)業績持續增長 智能化產品成致勝關鍵
香港股票分析師協會副主席郭思治稱,疫情後商業活動有序回復,不少行業受惠經濟復甦,機械裝備成為受惠行業之一。三一國際(00631.HK)上周公佈2021年第一季度財務數據,收入24.1億元人民幣(下同),同比上升55%,溢利3.4億元,上升32%。
集團產品經濟規模效益持續增強,礦山裝備及物流裝備收入分別為15.9億元及8.2億元,同比增長62.6%及43.5%。掘進機持續向大型化智慧化轉型,帶動收入同比增加55%,液壓支架增長50%,鐵路集裝箱化比例的提升以及海外疫情緩和刺激小港機的銷售,海外伸縮臂叉車也獲得客戶的廣泛認可。
集團產品走向自動化及智能化,符合國家碳中和政策要求。因此礦山智能化建設及港口運營智慧港口、綠色港口轉型升級,成為集團礦山和物流業務增長的重要驅動力。
集團在季度財務數據公佈後,股價出現回調,與淨利潤的增幅低於毛利增幅有關。集團表示,期內智慧礦山研發投入加大,引致成本上升,但因研發新產品可刺激銷售需求。集團去年亦重點研發機器人、電液控制、無人駕駛、綜採自動化等新業務領域,目前訂單共9.5億元,意向訂單約5億元。
近兩個交易日集團股價開始靠穩,調整料近尾聲,投資者可吼位吸納,先上望9.3至9.4元水平。
(筆者為證監會持牌人)~
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