中银国际发表报告，指中国中铁(00390.HK) 第三季业绩中销售额和净利润再次下滑。2024年第三季度，收入和净利润分别按年下降6.2%和19.1%。毛利率从2023年第三季度的10%收缩至2024年第三季度的9.2%。尽管销售及行政开支按年节省了10.5%，但2024年第三季度的经营性利润和净利润仍分别按年下降了13.2%和19.1%。此外，2024年第三季度新订单按年下降了15%。
该行预计中国中铁业绩的下行趋势将至少持续两个季度，即2024年第四季度和2025年第一季度。报告下调了销售额和净利润预测，并预测2024年销售额和净利润将分别按年下降8%和16%。
报告维持对中国中铁预测2024年市盈率5.4倍为估值，目标价下调至6.45港元，维持“买入”评级。(da/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-31 16:25。)
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