中信里昂：下调三一国际(00631)目标价至12港元维持“跑赢大市”评级

智通财经05-28

智通财经APP获悉，中信里昂发布研报称，三一国际(00631)2026年第一季度的利润率及成本控制表现未达预期，引起投资者忧虑，该行将公司目标价由16港元下调至12港元，维持“跑赢大市”评级。该行分别下调公司2026-2027年净利预测28%及19%，至22.11亿元人民币及31.47亿元人民币，以反映利润率压力，并将市盈率估值倍数由14.5倍降至13倍，以反映人民币在机械行业的贬值压力。

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中信里昂：下调三一国际(00631)目标价至12港元 维持“跑赢大市”评级

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中信里昂：下调三一国际(00631)目标价至12港元维持“跑赢大市”评级