高盛:微升华润建材科技(01313)目标价至2.1港元 评级“买入”

智通财经
Aug 21, 2025

智通财经APP获悉,高盛发布研报称,华润建材科技(01313)上半年纯利达3.07亿元人民币(下同),以及每股盈利达4.4分,同比升85%,经常性净利润同比升98%至3.91亿元,低于该行及市场预期。集团中期每股派息1.4港仙,派息率达30%。该行表示,将集团今年盈利预测下调54%,明年维持不变,2027年则下调2%,同时预测单位水泥毛利由今年下半年的每吨45元升至2026年的每吨65元,其目标价由2港元上调至2.1港元,维持评级为“买入”。

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