港股異動丨中航科工收跌4.82% 遭瑞銀下調盈測和目標價
中航科工(2357.HK)今日收跌4.82%報4.15港元,全天成交1.45億港元,最新市值330.87億港元。瑞銀近日發報吿指,中航科工持股36.7%的附屬中航光電去年收入升3%至207億元人民幣,淨利潤按年升0.7%至33.6億元人民幣,去年下半年收入及淨利潤分別按年升23%及22%,扭轉兩者去年上半年的按年各跌15%。該行相信主要來自去年下半年國防相關訂單較上半年復甦,以及成本控制。該行指,中航光電於2023年貢獻中航科工盈利達一半,由於2024年利潤貢獻仍低於該行原先預期,下調對中航科工去年及今年盈利預測各7%,目標價由6港元降至5.7港元,續予“買入”評級。該行料中航科工去年下半年淨利潤按年轉錄正增長,扭轉去年上半年按年跌19%頹勢。(格隆匯)

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