华源证券04月20日发布研报称,给予中国中铁(601390.SH,最新价:5.72元)买入评级。评级理由主要包括:1)业绩承压利润下滑,分红稳步推进保障回报;2)传统业务承压明显,境外营收逆势增长;3)新签订单结构调整,新兴与境外业务增长亮眼;4)费用率未能有效摊薄,毛利率延续承压。风险提示:资金落地不及预期;分红不及预期;海外拓展不及预期;矿产资源价格大幅波动。 AI点评:中国中铁近一个月获得...
Source Link华源证券04月20日发布研报称,给予中国中铁(601390.SH,最新价:5.72元)买入评级。评级理由主要包括:1)业绩承压利润下滑,分红稳步推进保障回报;2)传统业务承压明显,境外营收逆势增长;3)新签订单结构调整,新兴与境外业务增长亮眼;4)费用率未能有效摊薄,毛利率延续承压。风险提示:资金落地不及预期;分红不及预期;海外拓展不及预期;矿产资源价格大幅波动。 AI点评:中国中铁近一个月获得...
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