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《大行》大摩升中聯重科(01157.HK)盈測 料受惠於行業上升周期
阿思達克 07-14 11:16
摩根士丹利發表研究報告,上調中聯重科(01157.HK)2025及2026年銷售預測各1%,以反映國內行業上升周期向上所推動的土方機械及混凝土機械銷售增長,但下調高空作業平台產品的銷售預測;毛利率預測分別上調0.4、0.3及0.3個百分點,相應地將每股盈利預測上調4%、2%及1%。 大摩預期,內地復甦趨勢仍弱且不平衡,全球經濟復甦及關稅政策依然存在不確定性,新興市場競爭可能加劇,預計公司銷售增長面臨挑戰,將其目標價由5.1元輕微上調至5.2元,評級「與大市同步」。
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