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研報掘金丨中金公司:維持寶鋼股份“跑贏行業”評級,目標價7.39元
格隆匯 10-25 14:28

中金公司研報指出,由於鋼鐵製造業務盈利大幅改善,寶鋼股份(600019.SH)3Q23公司業績高於該行預期。3Q公司實現出口合同簽約454萬噸,同比增45.5%,彰顯鋼鐵龍頭全球競爭力。公司深入挖掘成本削減潛力,成本競爭力持續提升。單季公司削減成本19.05億元,環比2Q上升26.6%,公司降本增效持續深化。另外公司於10月17日發佈公吿擬回購股份,彰顯出公司對鋼鐵行業及自身作為龍頭對未來發展的信心。該行維持公司跑贏行業評級,維持目標價7.39元不變。

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