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研報掘金丨華安證券:維持徐工機械“買入”評級,看好公司長期發展
格隆匯 05-26 15:42

華安證券研報指出,徐工機械(000425.SZ)2024年實現歸母淨利潤59.76億元,同比+12.20%;25Q1歸母淨利潤20.22億元,同比+26.37%。產業集羣穩中有升,數智化賦能加速成長。公司聚焦“5+1”產業佈局主線,堅持做強核心工程機械產業。國際化是工程機械行業的重要發展趨勢,也是公司的重要發展戰略之一。海外佈局方面,公司佈局多個海外產能項目,加快提升海外工廠當地化自制率,海外產品終端銷量綜合佔有率保持提升。看好公司長期發展,2024年和2025年Q1公司利潤率表現高於我們預期,維持“買入”投資評級。

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