美银证券发布研报称,中联重科(01157)2024年第四季度利润率逊预期,且存在汇兑损失,管理层预计,经过三年下行周期后,在中央政策支持下,2025年国内机械行业需求将逐步回升,并有计划进一步提高出口收入占比。基于较低的收入及利润率预测,美银将今明两年盈利预测下调7%,目标价从7.6港元下调至7.3港元,考虑到海外扩张和新业务发展计划,重申“买入”评级。
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