华泰证券发表研究报告指，马钢股份(00323.HK) 去年收入818.17亿元人民币，按年跌17.3%，归母净亏损46.59亿元人民币，其中第四季收入203.04亿元人民币，归母净亏损21.24亿元人民币，低于预期，主要是去年底公司计提资产减值5.8亿元人民币、资产处置收益亏损3.4亿元人民币。该行又指，供给侧优化重启或渐进，今年公司业绩有望触底反弹。
该行料马钢2025至2027年归母净利润分别为8,500万、11.37亿及17.08亿元人民币，目标价由1.48元上调至1.93元，维持“持有”评级。(ca/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-02 12:25。)
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