港股異動 | 建材水泥股普跌 華潤水泥(1313.HK)績後跌逾5%
格隆匯10月25日丨建材水泥股普跌,華潤水泥(1313.HK)跌逾5%領跌,海螺水泥跌近3%,中國建材跌逾2%,金隅集團、亞洲水泥跟跌。華潤水泥上週五(22日)晚間發公吿稱,截至今年9月30日止9個月,公司營業額308.16億港元,同比增長13.3%;公司擁有人應占盈利53.14億港元,同比減少28.1%;每股基本盈利0.761港元。瑞信最新發研報指,華潤水泥首三季業績遜市場預期,期內純利按年跌28.1%,單計第三季純利按年跌48%至16.8億港元,盈利倒退主要受限電和煤炭價格上漲影響。該行將其2021年盈利預測下調2.3%至85億港元,以反映更高的煤炭成本、銷量下跌及均價上升的預期等因素,目標價由10.5港元降至10港元, 維持“跑贏大市”評級。

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