国信证券04月09日发布研报称,给予中国中冶(601618.SH,最新价:2.97元)优于大市评级。评级理由主要包括:1)收入与业绩承压,充分计提减值释放潜在风险;2)海外新签合同额显著增长,固本强基优化业务结构;3)毛利率底部企稳,研发费用支出减少;4)收款略有改善,经营性现金流同比+33%。风险提示:宏观经济波动风险;国际经验风险;安全环保风险;海外新增矿产项目开发不及预期的风险;矿产资源价格...
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