中金发布研报称,由于区域市场水泥价格表现尚可、煤炭价格下降,该行上调华润建材科技2025年净利润7.5%至12.2亿元,引入2026年归母净利润15.2亿元。该行维持“跑赢行业”评级,考虑市场风险偏好增加,该行暂维持2.5港元目标价不变,对应2025/26E 13.5x/10.5xP/E,隐含44%的上行空间。中金主要观点如下:2024年业绩符合该行预期公司公布2024年业绩:营收230亿元,同比...
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