招银国际发表研究报告指,中联重科(01157.HK) 去年业绩表现逊于预期,主要是去年第四季海外收入增长放缓、其他收入减少以及库存周转天数增加。该行指,将今年及明年盈利预测分别下调7%及8%,主要计入销量增长下调和海外扩张导致的分销费用增加。
该行指,仍对集团以新兴经济体为主的海外增长战略持乐观态度;在库存方面,管理层有信心今年降低库存水平。该行将其H股目标价上调至7.4元,认为业绩后回调带来买入机会,维持评级为“买入”。(ca/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-27 12:25。)
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