智通财经APP获悉，中国联塑(02128)盘中涨超10%，截至发稿，涨7.92%，报3.95港元，成交额9468.31万港元。
消息面上，中国联塑此前发布业绩称，全年实现收入270.26亿元，同比下滑12.4%；归母净利润16.84亿元，同比下滑28.9%。中金发布研报称，下半年收入同比下滑13.5%至135亿元，净利润同比下滑37%至5.49亿元，略低于该行预期，主要系地产及基建需求较弱拖累核心管道业务。
该行指出，公司下游需求主要为地产竣工和市政基建，2025年竣工可能继续承压，但基建受益于财政发力前置、化债资金快速落地，实物工作量表现有望改善，也有望推动公司回款和现金流改善。判断公司2025年管道销量持平左右，在价格竞争趋于和缓后毛利率有望保持平稳，2025年减值、新能源业务亏损压力、境外负债利息压力均有望进一步得到缓解，业绩稳中有增。
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