大行评级丨美银：下调华润建材科技目标价至1.2港元，维持“跑输大市”评级

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美银证券发表研报指，华润建材科技今年首季净亏损1.88亿元，每股亏损0.027元，符合预告的1.7亿至2亿元。在全国需求收缩7.1%下，期内水泥及熟料销量仍按年回升3.6%至1170万吨。不过，平均每吨毛利由去年同期的42元显著下跌至26元，反映公司以牺牲利润率来换取销量的竞争策略；其他业务亦面临类似挑战。　　行业普遍预计今年余下时间利润率有望逐季复苏，因随后产量监管将生效，以及策略由销售...

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