《大行報告》大和升中集安瑞科(03899.HK)評級至「買入」 目標價下調至12.5元
大和發表報告指,中集安瑞科(03899.HK)公布今年第三季經營數據並舉行了簡布會。於今年首九個月,集團收入按年增長46%至128億元人民幣,佔該行原來今年的收入預測78.5%。集團預期,由於液化天然氣(LNG)價格上升創造短期設備需求,料清潔能源業務於今年第四季的收入會按季增加,而該行則估計可帶動集團整體的收入亦按季上升。
該行提到,集團的淨利潤率表現穩健,不過毛利率由於美元疲弱及成本上升而受壓。
大和將中集安瑞科股份評級由「跑贏大市」升至「買入」,目標價則由13元降至12.5元,今年每股盈利預測亦下調8.1%,以反映電價及鋼價上升令成本增加。
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