《大行報告》匯豐研究降中聯重科(01157.HK)目標價至6.7元 下調龍工(03339.HK)目標價至2.2元
匯豐環球研究發表報告指,去年內地挖掘機行業的銷量按年上升5%至34.3萬輛,符合該行預期。不過,由於去年首季的基數高、鋼鐵價格仍然高企加上需求下滑,該行將今年挖掘機銷量預測下調6%至30.8萬輛,即較去年減少10%。
匯豐又稱,行業今年的潛在上升催化劑包括上半年的建築復甦較預期強勁;出口銷售優於預期;及電氣化較預期快。
為反映今年銷售及毛利率下降,該行下調中聯重科(01157.HK)2021年至2023年盈利預測分別3%、8%及8%,H股目標價由8.3元降至6.7元,評級維持「買入」。至於龍工(03339.HK)今明兩年盈利預測亦各調低8%,目標價由2.3元降至2.2元、評級維持「持有」。(ek/k)
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