高盛发表报告指，华润建材科技(01313.HK) 去年净利润2.11亿元人民币，或每股盈利0.03元人民币，按年下跌67%。撇除商誉、采矿资产及存货的一次性减值亏损，经常性净利润为6.08亿人民币，按年下跌13%。业绩大致与该行估计相符，但低于市场陨期。公司建议派发末期股息每股0.01港元，令全年股息总额达每股0.03港元，即派息比率为92%，而2023年度则为每股0.047港元或47%。
该行将华润建材科技于2025和2026年盈利预测上调9至19%，并将2027年的每股盈利定为0.253元人民币，考虑到水泥单位管理成本下降及混凝土销售增长，但部分被功能材料/骨料利润率下降所抵销。评级由“中性”升至“买入”，目标价由1.9元升至2.1元。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-14 16:25。)
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