研報掘金丨浙商證券:三一重工擬回購股票彰顯信心,維持“買入”評級
浙商證券研報指出,三一重工(600031.SH)擬10-20億元回購股票,中國工程機械龍頭走向全球。維持“買入”評級。公司董事會收到董事長《關於提議回購公司股份的函》,提議以集中競價的方式回購公司已發行的部分人民幣普通股股份。擬啟動股份回購彰顯了公司對未來持續穩定發展的信心和對公司價值的認可。在2月18日晚,公司公佈關於籌劃公司在香港聯合交易所有限公司上市的提示性公吿。擬發行港股是公司深入推進全球化戰略、加強與境外資本市場對接的重要舉措,有望進一步提升公司治理的透明度和規範化水平。此外,其他行業主要龍頭公司有望陸續跟進提價,挖機價格戰有望趨緩,主機廠盈利能力提升。
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