智通财经APP获悉，中金发布研报称，由于行业估值中枢上行，叠加公司受益全球制造业转移、AI等高科技产业发展长期成长空间打开，上调森松国际(02155)目标价50%至12港元，评级“跑赢行业”。
该行指出，核心设备、工艺系统和数智化工厂解决方案提供商森松国际上半年收入26.87亿元人民币，同比跌22.7%;归母净利润3.4亿元人民币，同比跌10.1%。上半年业绩符合市场预期。该行认为，主要是订单确收周期约9个月至14个月，而去年新签订单下滑23%、在手订单下滑10%所致，和中国本地个别项目暂停亦影响收入确认。
该行表示，由于个别项目交付确收需要时间，将集团今年净利润下调27.7%至7.4亿元人民币，首次引入明年净利润9.37亿元人民币。
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