华泰证券发表报告指,首钢资源(00639.HK) 去年实现营业收入50.6亿,按年下降14.2%,虽然全年精焦煤销量受益于部分库存销售按年提升1%,但全年平均售价受市场煤价下行及产品结构改变拖累按年下行 13.8%,同时原煤单位生产成本按年提高7%,公司毛利润按年下滑25.3%,净利润按年下降20.9%至14.9亿。公司宣派末期股息21仙,叠加中期股息9仙,全年派发股息30仙,按年提高2仙,增幅为7.1%,全年每股分红比例达100%,突破公司2017年以来70-80%的分红比例区间,末期及全年股息率分别达 8.1%及11.5%。
报告指,公司资产优质、营运稳健且分红稳定在较高水平,维持“买入”评级。目标价由3.2元升至3.4元。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-31 16:25。)
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