《大行》瑞银微降中联重科(01157.HK)目标价至6.1元下调每股盈测反映年初至今收入失望

阿斯达克财经12-20

瑞银发表报告，调低中联重科(01157.HK) 2024至2026年每股盈利预测11%至21%，以反映今年以来国内收入远低于预期，尽管毛利率略高于该行预期。维持“中性”评级，目标价由6.2元微降至6.1元，认为国内业务虽然仍面临压力，但下行风险有限。
该行解释指，中国“适度宽松”的货币政策可带动基建投资加快及下游客户的现金流改善，加上中联重科的海外增长可维持高于同业，但增速可能进一步放缓。

该行指，中联重科H股于年初至今已上升43%，主要反映政策放宽的潜在利好因素，以及具吸引力的股息率和股票回购。目前估值合理。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-12-19 16:25。)

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《大行》瑞银微降中联重科(01157.HK)目标价至6.1元 下调每股盈测反映年初至今收入失望

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《大行》瑞银微降中联重科(01157.HK)目标价至6.1元下调每股盈测反映年初至今收入失望