港股异动 | 中国建材(03323)现跌超3% 花旗称今年利润率有望扩张 但部分被销量预测下调抵消

智通财经
19 May

智通财经APP获悉,中国建材(03323)现跌超3%,截至发稿,跌3.01%,报3.54港元,成交额6885.03万港元。

消息面上,中国建材此前公布第一季度报告,按中国会计准则,营业总收入366.37亿人民币,同比下降1%。归属股东净亏损由上年同期13.5亿元,收窄至5.17亿元。

花旗发布研报称,在中国建材公布首季业绩及管理层提供最新指引后,更新对其估值模型。该行引入2027年预测,并上调今明两年盈测分别8%及10%,以反映水泥及熟料单位毛利预测上调。该行降中建材目标价由5.4港元下调至4.2港元,相当于预测今年市盈率7.8倍,以反映现时行业及市场环境,评级“买入”。由于供应更具纪律及煤炭成本下滑,料今年利润率有望扩张,部分被销量预测下调所抵消。

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