研報掘金丨國盛證券:中國交建業績符合預期,維持“買入”評級
國盛證券研報指出,2024年中國交建(601800.SH)實現歸母淨利潤234億,同降2%;扣非歸母淨利潤198億,同降8%,業績符合預期,分紅率穩步提升。公司2024年新籤合同額18812億元,同增7%,其中境內/境外分別新籤15215/3597億元,同增6%/13%,海外簽單延續較快增長。2024年末公司未完合同額34868億元,爲2024年營收4.5倍,在手訂單充裕。公司加快構建新興業務格局,各業務來自新興領域新籤合同額7053億,同比大幅增長46%,工程領域中水利/能源/農林牧漁項目分別新籤合同額764/814/85億,同增110%/146%/248%,增速亮眼。維持“買入”評級。
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