大行评级丨花旗:上调创科实业目标价至168港元,列为中国工业股首选之一

格隆汇
Aug 05
花旗发表研报指,创科实业上半年收入及净利润表现均胜预期,主要受到关税缓解、产品组合升级带动EBIT利润率扩张超出预期,以及消费业务收入增长向好的推动,憧憬美国劳动力短缺将为Milwaukee工具创造更强需求。管理层亦透露,受惠于Milwaukee产品组合持续改善、美国关税影响缓解的全年效应,以及下半年户外销售季节性占比较低,下半年毛利率及EBIT利润率预期存在上行空间。花旗给予创科“买入”评级,目标价由150港元上调至168港元,并将2026至2028年盈利预测上调4%至5%;公司盈利复苏势头明确,今年起市占率提升速度可加快,过去15年来在推出新产品及持续夺取市占率方面成绩优异,列为中国工业股首选之一。

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