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大行評級|瑞銀:中國建材料次季蝕6.5億元遜預期 預計投資者反應負面
瑞銀髮表報吿指,中國建材發盈警,預期上半年業績轉盈為虧,蝕約20億元。該行估計,雖然中國建材不斷努力推動提高價格,尤其是在華北和東北地區,但其水泥業務在第二季繼續錄得鉅額虧損,該行料公司次季蝕6.5億元遜預期。瑞銀預計投資者會對中國建材上半年業績反應負面,因為新能源業務盈利恢復有限;雖然公司在華北和東北地區努力提價,水泥業務仍出現大幅虧損。中國建材2023年的淨資產負債率為81%,虧損狀況可能會引發對其去槓桿化進展的擔憂。
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