中材国际：前3季度业绩增长稳健 4季度有望加速发力

国泰君安10-30

本报告导读：中材国际运维订单快速增长，工程订单受技改和新建产线驱动将稳定增长。参股公司中材水泥在境外将新增投资水泥产线，有望给中材国际带来投资收益。投资要点：维持增持。维持预测2024-2026年EPS1.27/1.44/1.60元增15%/13%/11%。维持目标价17.16 元，对应2024 年13.5 倍PE。2024 年前3 季度净利增2.9%符合预期，减值下降、经营现金流同比多流出。(...

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