金吾财讯 | 招银国际研报指，三一国际(00631)8月11日发盈喜, 预告1H25净利润同比增长25-35%至12.3-13.3亿元人民币, 意味着2Q25净利润增速将达到16-35% (中值为25%)，符合该机构的预期。此次公布的业绩再次印证了该机构的正面观点: 得益于大型港口设备强劲增长（产能去瓶颈化推动），以及掘进机和国内矿卡需求趋于稳定，三一国际今年正重回增长轨道。该机构暂时维持2025-27年盈利预测不变，但该机构认为目前的盈利预测存在上调空间。重申买入评级，维持目标价8.7港元（基于11倍2025年市盈率，为2017年以来的平均值）。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.