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《大行報告》匯豐研究下調中國建築國際(03311.HK)目標價至11.5元 評級「買入」
匯豐研究發表研報告指,中國建築國際(03311.HK)主要附屬中國建築興業(00830.HK)在幕牆市場處於領先地位,公司目標至2025年實現淨利潤10億元,管理層預期可受惠於港府北部都會區及「十年醫院發展計劃」,亦銳意在內地高端市場的拓展。 該行指出,中國建築興業專注發展光伏建築一體化(BIPV)技術,並在珠海工廠進行改造,料將支持業務拓展。 中國建築興業本年至今累升約55%,反映投資者對其業務潛力的信心,亦支持了中國建築國際股價。該行將中國建築國際目標價從13.5元下調至11.5元,維持「買入」評級,看好該公司在綠色建築方面的技術優勢及其資產週轉改善策略。
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