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大行評級|花旗:下調海螺環保目標價至2.1港元 下調今明兩年盈測
花旗發表研究報吿指,由於海螺環保的銷量、價格及毛利率均錄得下跌,該行將公司2024及2025財年的盈利預測,分別下調52%及48%。該行亦指,雖然內地正面對供求過剩的情況,不過海螺環保獲控股股東支持,以及公司於全國而非省級的產能佈局,將提高公司產能利潤率,從而降低每單位成本。基於上述因素,花旗將海螺環保的目標價由4.1港元下調至2.1港元,並維持“買入”評級。
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