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三一重工(600031.SH)跌幅擴大至超6% Q2銷售放緩、毛利率下跌
格隆匯 08-30 13:31
格隆匯8月30日丨三一重工(600031.SH)績後大跌,盤中一度跌6.23%至25.6元,市值2173億元。公司29日公佈半年報顯示,上半年營收671.28億元,同比增36.47%;歸母淨利潤100.74億元,同比增17.16%。不過,第二季度淨利潤同比下降29%至45億元,主要由於收入增長6%被毛利率同比收縮5個百分點(原材料成本壓力)以及研發支出同比增長54%所抵消。從正面表現來看,公司上半年海外收入同比增長95%。另外,招銀國際預計9月開始地方政府專項債加快發行將提振今年四季度的整體工程機械需求,維持三一重工38元的目標價。

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