金吾财讯 | 浙商证券发研报指，三一国际(00631)发布2024年第三季度报告，前三季度归母净利润减少21.6%，主要是采矿设备板块归母净利润下滑所致。该行指，Q3盈利能力下降，营收结构变化明显。采矿设备方面，国内需求有所波动，海外市场增长强劲；物流设备方面，海运景气度处于高位，更新需求不断释放；新兴领域方面，集团优质资产有望不断注入，国内外多元化发展空间广阔。该行预计公司2024-2026年营业收入分别为213、233、259亿元，同比增速分别为5%、10%、11%。归母净利润分别为19、20、22亿元，同比增速分别为1%、5%、8%，PE为8.5、8.0、7.4，PB为1.2、1.1、0.9，维持“买入”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.