智通财经APP获悉，里昂发布研报称，首予三一国际(00631)目标价11港元及跑赢大市评级。该行料公司2025年的盈利为25亿元人民币，并以年均复合增长率54%的增长速度，升至2027年的40亿元人民币，其中卡车及港口设备的年均复合增长率分别达30%及25%。
该行指，三一国际专注于矿业与港口设备行业。该行留意到，电动化趋势加上电动矿车方面的混合动力技术突破，正推动矿业企业寻找新的矿车供应商，因其在燃油效益及维护需求方面有较显著优势。而港口业务方面，疫情后全球贸易复苏与供应链中断现象，推动公司的订单出货比(Book-to-billRatio)升至纪录高位。
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