异动解读 | 中国中冶盘中大跌5.56%,业绩下滑及行业压力致股价承压

异动解读
Mar 31, 2025

港股市场今日盘中,中国中冶(01618)股价大跌5.56%,引发市场关注。这一显著跌幅背后,既有公司自身业绩下滑的因素,也反映了整个高铁基建板块面临的行业压力。

据悉,中国中冶近日发布的2024年度业绩报告显示,公司营业收入为5520.25亿元人民币,同比减少12.91%;归属于上市公司股东净利润为67.46亿元,同比减少22.20%。公司在公告中表示,业绩下滑主要受钢铁行业需求持续下降、建筑行业增长乏力、房地产行业深度调整等外部因素影响,同时也与公司自身转型升级带来的业务结构调整有关。

值得注意的是,中国中冶的股价下跌并非孤例。港股高铁基建股今日集体下挫,中国中铁、中国中车、中国铁建等多家公司股价均出现不同程度的下跌。分析人士指出,这反映了投资者对建筑工程行业增长前景的担忧,以及对房地产行业持续调整的顾虑。尽管如此,部分券商仍对中国中冶保持乐观态度,天风证券维持"买入"评级,预计公司未来三年的业绩将逐步回升。

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