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《大行》華泰證券升馬鋼(00323.HK)目標價至2.61元續 維持「持有」評級
阿思達克 09-01 14:08
華泰證券研究報告指,馬鞍山鋼鐵股份(00323.HK)上半年營收380.76億元人民幣(下同),按年跌11.47%,歸母虧損7,478.03萬元,按年增加93.47%,扣非淨虧損1.08億元,按年增加91.25%。其中次季營收186.51億元,按年跌17.53%,歸母淨利6930.01萬元,按年增加108.31%,歸母淨利扭虧為盈主因鋼材產量增加、控本有效。 公司盈利向好趨勢已經確立;後續若鋼鐵反內捲政策落地,或進一步改善行業和公司利潤,維持「持有」評級,馬鋼(00323.HK)目標價由1.93港元升至2.61港元,馬鋼(600808.SH)目標價由3.22元升至3.93元人民幣。
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