智通财经APP获悉，美银证券发布研报称，中国建材(03323)管理层预计今年预算资本支出318亿元人民币，目前正将更多资本支出从中国转向海外市场。该行对中建材今明两年业绩预测上调10%及4%，并将目标价上调11%至4.8港元，维持“买入”评级。
报告指出，中建材在完成突尼斯项目收购后，国际水泥产能将达到350万吨，并计划到2025年底将海外产能目标设为1000万吨，在其第十五个五年计划期间可能达到3000万吨。在新材料方面，玻璃纤维将通过美国的9.6万吨产能和埃及的36万吨产能，以及开拓东南亚市场，推动其国际增长。石膏板在坦桑尼亚和乌兹别克斯坦的利润表现稳健。该行料中建材第一季净利润因销量大幅减少而略有亏损，中建材3月中成功执行用于注销的股票回购，永久减少约10%的股份数量。
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