异动解读|三一国际盘中下跌5.04%,业绩忧虑叠加里昂下调目标价持续承压

行情直击
May 28

5月28日,三一国际盘中下跌5.04%,报8.09港元/股,成交额2835.02万港元,股价延续近日弱势再创年内新低。

消息面上,公司一季度归母溢利5.09亿元,同比下降19.8%,收入虽增长13.2%至66.51亿元,但利润率承压明显。里昂发布研报指出,公司物流装备低毛利产品占比提升及新兴产业原材料成本上涨拖累综合毛利率,首季太阳能销售同比暴跌74%并录得1.2亿元亏损,管理层预期全年亏损将超4亿元。该行将公司目标价由16港元大幅下调至12港元,削减2026及2027年净利润预测28%及19%,维持"跑赢大市"评级。市场对新兴业务亏损扩大及利润率修复节奏的担忧仍在持续释放。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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