建银国际:维持中兴通讯(00763)“跑赢大市”评级 上调目标价至33港元

智通财经网
05 Mar

智通财经APP获悉,建银国际发布研报称,维持中兴通讯(00763)“跑赢大市”评级,目标价由23.8港元上调至33港元。该行称,中兴通讯2024财年全年收入同比跌2%至1213亿元人民币,低于预期,毛利率收窄3.6个百分点至37.9%,纯利则同比跌10%至84亿元人民币,低于预期。该行指,假设中国网络服务供应商今年对运算需求持续强劲,料今年政府及企业销售部门营收将同比升15%,明年则增长11%。该行料,集团今年及明年消费者业务收入各升9%。

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