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 29

5月29日,三一国际盘中下跌5.04%,报7.72港元/股,成交额5151.05万港元,股价较3月高点已跌超50%,再创年内新低。

消息面上,公司一季度归母净利润5.09亿元,同比下降19.8%,利润率受物流装备低毛利产品占比提升及硅片、硅料等原材料涨价双重挤压。里昂研报指出,公司首季太阳能销售同比下跌74%并录得1.2亿元亏损,管理层预期全年新兴业务亏损将超4亿元。该行将目标价由16港元下调至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,但指出新兴业务亏损仍需时日解决。市场对利润率修复节奏的担忧持续释放,股价延续弱势。

(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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