研報掘金丨財通證券:中聯重科新興板塊及海外業務持續發力,維持“增持”評級
財通證券研報指出,中聯重科(000157.SZ)24年實現歸母淨利潤35.2億元,同比增長0.41%,盈利能力持續提升,經營質量夯實穩健。2024年,公司股權支付費用達8.66億元,2025 年公司股權支付費用對淨利潤的影響將大幅減弱。公司持續完善“端對端、數字化、本土化”的海外業務體系,海外佈局持續完善。目前公司在意大利、德國、印度、墨西哥、白俄羅斯、巴西、土耳其、美國等8 個國家建成11 個海外生產基地。公司海外業務保持強勁增長態勢,重點國家本地化發展戰略成效顯著。公司起重機械下滑較多,高機、農機業務快速增長,土方、高機、農機新興板塊佔比進一步提升至39.92%。公司工程機械行業龍頭地位穩固,新興板塊及海外業務持續發力。維持公司“增持”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.