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研報掘金丨國聯證券:維持中國建築“買入”評級,目標價8.52元
格隆匯 05-11 09:45
國聯證券研報指出,中國建築(601668.SH)一季度歸母淨利潤為149億元,yoy+1%。Q1工程業務持續增長,地產開發延續承壓充足的在手訂單支撐公司收入持續增長。分業務來看,房建/基建/地產開發/勘察設計收入分別為3,658/ 1,277/465/26 億元,yoy+6%/+6%/-9%/+3%。該行認為基建、地產行業形勢變革背景下,公司作為主要領域龍頭地位或持續強化,報表質量等或亦持續改善。參照可比公司估值,給予公司2024年6倍PE,目標價8.52元,維持“買入”評級。
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