中金:中集安瑞科(03899.HK)上半年业绩受汇率拖累 目标价下调至10港元

智通财经
Sep 01
【中金:中集安瑞科(03899.HK)上半年业绩受汇率拖累 目标价下调至10港元】智通财经APP获悉,中金发布研报称,中集安瑞科(03899.HK) 上半年收入同比增长2.01%至128.67亿元人民币,归母净利润同比下跌8.11%至5.17亿元人民币,小幅低于该行预期,主要受汇率损失拖累。由于上半年汇率及后续液态食品业务暂时受压,下调2026及2027年净利润预测18%及7%至12.3亿及15.1亿元人民币,同步下调目标价17%至10港元,对应2026及2027年预测市盈率14.8倍及11.7倍,维持“跑赢行业”评级。

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