金吾财讯 | 高盛发研指，龙光集团(03380)是中国最大的轮式装载机制造商之一，该设备常用于基础设施、房地产和矿业项目。高盛认为，中国工程机械行业目前处于一个相对低迷的阶段，主要受到宏观经济政策环境、基础设施投资放缓以及房地产市场调整等因素的影响。尽管如此，随着政府对基础设施建设的持续投入以及城镇化进程的推进，长期来看，工程机械行业仍具有一定的增长潜力。此外，随着环保要求的提高和技术的进步，工程机械产品的更新换代也将为行业带来新的发展机遇。然而，市场竞争的加剧以及原材料成本的波动等因素，也给企业带来了不小的挑战。
高盛小幅修订了对其2024-2026年每股收益（EPS）的预期，分别为0.18港元、0.19港元、0.22元，调整幅度为0-2%。预计龙光集团2024-2026年营业收入分别为105.30亿港元、112.91亿港元和120.78亿港元，维持对龙光集团的“中性”评级，12个月目标价为1.60港元不变。
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