中国联塑（02128）今日盘中大涨5.16%，引发市场关注。虽然公司2024年业绩略低于预期，但其核心业务表现出的韧性以及未来发展前景似乎获得了投资者的认可。
据悉，尽管中国联塑2024年全年收入和净利润同比下降，但公司的核心管道业务展现出较强的抗压能力。在地产及基建需求疲软的背景下，公司塑料管道业务毛利率仍保持稳定，同比微增0.1个百分点至28.8%。此外，公司积极优化借款结构，将人民币贷款占比提高至62%，显著改善了融资成本，使得利息支出同比下降15%。
展望未来，分析师预计2025年公司业绩有望企稳回升。随着基建投资的增加和财政政策的支持，公司的销量和现金流状况可能会得到改善。值得注意的是，公司宣布派发末期股息每股20港仙，股息率接近6%，体现了管理层对公司未来发展的信心。有券商维持对中国联塑的"跑赢行业"评级，并上调目标价至4.2港元，隐含20%的上涨空间。这些积极因素可能是推动今日股价上涨的主要原因。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.