三一国际(00631)盘中涨近5%,截至发稿,涨4.72%,报6.44港元,成交额3382.47万港元。
三一国际一季度业绩显示,期内收入58.76亿元,同比增加14.6%;净利润6.35亿元,同比增加23.2%。招银国际表示,公司一季度业绩好于预期,这也是自3Q23以来公司首次实现季度利润同比增长。盈利增长主要得益于大型港口机械、油气设备、海外矿车和其他新兴业务。相信业绩将缓解市场对三一国际增长前景的担忧。
中金表示,公司一季度业绩符合预期。矿山装备方面,国内需求保持韧性,看好矿车海外拓展空间;物流装备方面,港机需求上行,海外新产品拓展;油气装备方面,需求和盈利有望修复。该行指出,2024年公司加强对新产业的提质增效管理改革,对行业竞争激烈、盈利空间有限的业务进行了重新调整。该行预计2025年新产业经营性亏损有望明显收窄,并推动优化存量资产的使用效率和回报率。
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