《大行》花旗上调建滔集团(00148.HK)目标价至36元 料AI相关上游材料贡献

阿斯达克财经
Aug 26, 2025

花旗指,建滔集团(00148.HK) 股价因中期核心利润略逊预期跌9%,其报告盈利按年升71%至25.82亿元,符合盈利预告。公司中期盈利主要来自股票投资利润11.1亿元,符合预期,因此核心盈利按年升4%至15.67亿元。该行上调对公司今年盈利预测25%,基于超预期的投资利润,但下调明年及2027年相关预测12%至15%,反映中国宏观疲软下弱于预期的化学营运。该行上调对建滔集团目标价,由29.6元...

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