大和：上调中集安瑞科目标价至11.5港元派息承诺不应被忽视

市场资讯03-28

大和确认中集安瑞科“买入”评级，目标价由11港元上调至11.5港元。该行指，公司指引今年收入及核心盈利按年双位数增长，清洁能源收入目标按年升20%胜预期，氢能相关业务收入料按年升43%至71%逊预期。该行指，中集安瑞科在发布业绩后股价下跌，主要为部分人认为去年盈利逊预期，氢能收入增长指引较原来翻倍指引下调，以及关注离岸清洁能源订单毛利率。但该行认为，公司去年盈利符预期，中集环科盈利下跌亦早已预告。...

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大和：上调中集安瑞科目标价至11.5港元 派息承诺不应被忽视

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大和：上调中集安瑞科目标价至11.5港元派息承诺不应被忽视