中金:下调海螺水泥(00914.HK)目标价14%至23.8港元 维持“跑赢行业”评级

智通财经
Aug 28
【中金:下调海螺水泥(00914.HK)目标价14%至23.8港元 维持“跑赢行业”评级】智通财经APP获悉,中金发布研报称,由于市场悲观预期已大致反映且公司盈利具韧性,该行维持海螺水泥(00914.HK) “跑赢行业”评级,下调A股目标价17%至23.5元,并下调H股目标价14%至23.8港元,对应预测明后两年市盈率各18倍及16.6倍。鉴于2026年上半年水泥价格及需求疲弱,该行下调公司2026及2027年股东应占净利润预测31.1%及34.6%,至各60.2亿元人民币及63.2亿元人民币。

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