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《大行》美銀證券升中聯重科(01157.HK)目標價至7.6元 國內需求或改善
阿思達克 09-02 09:58
美銀證券發表研究報告指,中聯重科(01157.HK)第二季收入錄127億元人民幣,按年大致持平,符合該行預期,經營利潤按年下降5%至11億元人民幣,較該行預期低22%,淨利潤按年下跌1%至14億元人民幣,較該行預期高出21%,主要由於外匯收益高於預期。 展望未來,管理層計劃擴張海外產能,匈牙利工廠將於第四季投產,並加強銷售及服務網絡,以獲取更多海外市場份額。上半年國內收入按年下降12%至110億元人民幣,主要由於高空作業平台及塔式起重機需求疲弱,但公司預期在政策支持下,國內需求將略有改善。美銀證券將中聯重科2025至2027年盈利預測上調1.7%、1.5%及5%,目標價從7.2元上調至7.6元,評級「買入」。
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