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《大行报告》汇丰研究下调海天国际(01882.HK)目标价至31.5元 评级「买入」
阿思达克 06-09 12:01
汇丰研究发表报告,下调海天国际(01882.HK)目标价,由33元降至31.5元,评级维持「买入」。

该行指,去年因疫情影响注塑机的海外产能,海天国际已经见本地到较小型的款式增长。至5月,公司新订单依然按月减少,主因小型中型客户担心环球经济重启,过去移至国内的订单将返回海外,因而下调资本开支。不过,大型款式需求仍然强劲,特别是来自自动驾驶和大型家电客户,公司料目前的订单可支持至第三季表现。

该行又指,公司今年初调高产品均价3至5%,近期於内地再升2至3%,海外升5%,以反映原材料成本和人民币升值,但料毛利会继续受压,因未能完全补偿过去较低价的订单。

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