研報掘金丨國盛證券:中國中鐵Q4業績增長提速,資源板塊價值有望重估
國盛證券研報指出,中國中鐵(601390.SH)Q4業績增長提速,全年增速符合預期,資源板塊價值有望重估,維持“買入”評級。Q4收入與業績增長顯著提速,預計主要因公司加快推動在手項目執行,訂單轉化率有所提升。2023年公司新籤合同額31006億元,同增2%(境內/境外分別同增2%/9%);Q4單季新籤合同額12984億,同比高增24%,環比顯著提速。公司目前銅、鈷、鉬保有儲量處於同業領先地位(截止2023年末保有量分別為740/56/62萬噸),銅、鉬產能已居國內前列,板塊價值亟待重估。
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