《大行》汇丰研究降三一国际(00631.HK)目标价至29.5元 维持“买入”评级

阿斯达克财经
Sep 18

汇丰研究发表研究报告指,三一国际(00631.HK) A股及H股于9月16日分别下跌7%及5%,跑输大市表现,相信与国内媒体报道美国商务部于9月8日正式对中国等地进口的直线液压缸及零部件展开反倾销及反补贴调查的旧闻,以及9月国内挖掘机销售延续温和有关,但认为此轮抛售并不合理。该行指,调查针对的是零部件制造商而非整机厂;三一国际在美国市占率仅低单位数,即使调查针对整机厂,对财务影响亦有限。该行下调...

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