智通财经APP获悉，中金公司发布研报称，维持中联重科(01157,301157.SZ)H股目标价7.58港元，亦维持A股目标价9.36元人民币，二者均维持“跑赢行业”评级。中金维持对该公司2025和2026年每股盈利预测0.58和0.73元人民币(下同)。另外，2025年工程机械国内收入可望实现正增长。
该公司今年首季业绩超中金预期，收入121.17亿元，同比增长2.9%，归母净利润14.1亿元，同比增长54%。主要由于公司资产处置收益。海外收入增长带动毛利率改善。公司毛利率同比增0.2个百分点至28.7%，主要由于公司海外占比提升带动毛利率增长。根据公司公开业绩会交流，第一季度公司海外收入同比增15.17%，其中出口的增速约20%。公司经营现金流持续改善。研发费用率同比增0.4个百分点至6%。
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