维持“跑赢行业”评级，中金：大幅上调华新建材A股目标价至31.5元

同花顺09-04

9月4日，中金发表报告指，华新建材（600801）(600801.SH)今年上半年业绩符合市场预期，核心变化并非国内水泥（884060）周期（883436）修复，而是海外产能扩张重塑盈利结构，海外业务正由利润补充转为主要增量来源，对冲国内需求下行压力，公司亦由国内周期（883436）水泥（884060）企业向全球化建材（850107）平台转型，估值逻辑有望切换。该行上调2026年归母净利润预测...

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