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研報掘金丨長江證券:繼續看好中國中鐵未來表現,關注一帶一路+國企改革催化
長江證券研報指出,中國中鐵(601390.SH)二季度扣非業績增長超預期。繼續看好資源板塊帶來業績彈性,關注一帶一路+國企改革催化。2023年公司受益於一帶一路、國企改革、穩增長等主線行情催化,建築央企估值水平有望整體抬升。公司資源業務有望帶動公司業績彈性釋放,主力礦山SICOMINES銅鈷礦計劃投資46億,目前投資31億,未來仍有擴產計劃,資源端有望打造第二成長曲線,結合公司股權激勵奠定的12%業績增長基礎,繼續看好公司未來表現。預計2023、2024年公司實現歸屬淨利潤354、398億元,對應當前股價PE分別為4.8、4.2倍,“買入”評級。
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