智通财经APP获悉，招银国际发布研报称，三一国际(00631)目标2027年收入达500亿元人民币和毛利率达24%，意味着在2025年至2027年收入复合同比增长率为32%，而毛利率较2024年上升1.6个百分点。该行相信，三一国际即将触底反弹，故将集团今年及明年盈利预测分别下调1%及上调3%，其目标价由7.2港元上调至8.2港元，维持其评级为“买入”。
该行指，受矿用卡车强劲需求所推动，集团有信心未来几年海外矿山装备复合年增长20%。此外，考虑到煤矿机械有机会于今年下半年复苏，加上港口机械表现稳健以及光伏和油气设备盈利能力改善，将有助提振投资者信心。
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