《大行報告》高盛料內地建築行業進入三年下行週期 降龍工(03339.HK)評級至「沽售」
高盛發表報告指,中國正接受經濟增長放緩,意味着建築活動減少,相信當前的低迷將由今年第二季持續至明年和後年,並將今年至2025年間建築建築器械需求量預測削減了30%。
高盛將建築建築器股今年至後年間每股盈利預測下調至低過市場預測2%至43%的水平。該行認爲中國龍工(03339.HK)的處境最差,將評級由「中性」下調至「沽售」,目標價由2.9元下調至2元。
高盛指出,行內正推動建築機器電子化、逐步淘汰高排放機器,但目前爲止這個過程的推動是由地方政府驅動,因此帶來的影響往往是漸進,要扭轉當前的低迷環境,不僅僅需要是一些政策放鬆,而且還需要一個相當大或多個積極因素配合。
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