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港股異動丨中聯重科(1157.HK)一度升近8% Q1營收增速轉正 毛利率大幅提升
格隆匯 05-02 14:48
格隆匯5月2日丨中聯重科(1157.HK)午後一度升近8%至4.61港元。中聯重科近日公佈第一季度業績稱,期內收入104.26億元,同比增長4.13%;歸屬於上市公司股東的淨利潤8.1億元,同比下降10.63%;基本每股收益0.10元。東吳證券指出,公司一季度收入增速轉正,好於工程機械行業整體表現。2023年Q1公司銷售毛利率為26.4%,同比提升6.3pct,環比提升2.2pct,毛利率在原材料、海運費價格下降,海外收入佔比提升趨勢下繼續修復。中信建投認為,Q1公司營收實現正增長,表現遠超行業,其中海外營收同比+123%,新興品類挖機、高機、礦機均實現高增。盈利表現來看,由於產業城補貼錯配、賬面暫記匯兑損失導致利潤下滑,但實際經營情況向好,毛利率同比大幅提升。展望全年,該行認為公司海外營收有望實現翻倍增長,國內營收降福也將大幅收窄,業績彈性可期。

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