港股异动 | 中国中冶(01618)绩后跌超4% 年度归母净利同比减少22.2% 减值损失拖累利润

智通财经
31 Mar

智通财经APP获悉,中国中冶(01618)绩后跌超4%,截至发稿,跌4.32%,报1.55港元,成交额1552.54万港元。

消息面上,3月28日,中国中冶发布2024年度业绩,营业收入为5520.25亿元(人民币,下同),同比减少12.91%;归属于上市公司股东净利润为67.46亿元,同比减少22.20%;基本每股收益为0.24元,公告称,受钢铁行业需求持续下降、建筑行业增长乏力、房地产行业深度调整等外部影响,加之公司自身转型升级带来的业务结构调整等阶段性因素影响,公司营业收入下降。

天风证券发布研报指出,公司2024年实现收入5520亿,同比-12.9%,归母、扣非净利润为67.5、51.0亿,同比-22.2%、-32.4%,非经常性损益为16.4亿,同比增加5.26亿,应收账款减值准备转回同比增加3.55亿;Q4单季实现收入1394亿,同比-16.3%,归母净利润为-0.8亿,同比转亏,主要系Q4单季信用减值损失同比增加13.7亿。2024年公司拟派发现金分红11.6亿,分红比例17.2%,股息率为2%(截至2025/3/28收盘)。考虑到建筑工程行业增长乏力、房地产行业仍有压力,预计2025-2027年归母净利润为71、76、81亿(前值25、26年预测为79、87亿),对应PE为9、8.5、7.9倍,维持“买入”评级。

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