民生证券给予科达制造推荐评级 2024年三季报点评：机械、海外建材助增营收汇兑波动影响短期利润

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民生证券10月31日发布研报称，给予科达制造（600499.SH，最新价：8.42元）推荐评级。评级理由主要包括：1）公司披露2024年半年报；2）陶瓷机械：陶机海外订单占比60%，关注海外+配件耗材+多应用+绿色化；3）海外建材：产品量价齐升，汇兑波动盈利承压；4）锂电：锂价波动+费用回溯影响利润规模，但仍持续贡献正收益。风险提示：海外建材竞争加剧的风险；汇率波动较大的风险；国内陶瓷机械需求下降...

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民生证券给予科达制造推荐评级 2024年三季报点评：机械、海外建材助增营收 汇兑波动影响短期利润

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民生证券给予科达制造推荐评级 2024年三季报点评：机械、海外建材助增营收汇兑波动影响短期利润