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《大行报告》瑞信上调中石化炼化(02386.HK)目标价至4.8元 评级「中性」
阿思达克 04-19 09:51
瑞信发表报告指,在今年强劲的新订单势头开局下,中石化炼化(02386.HK)已经完成一半的全年新订单目标,因此把目标价由4.1元上调至4.82元,该行对集团2021-23年每股盈测不变,评级维持「中性」。

报告指,公司新签订的阿穆尔天然气化工厂项目乙烯装置施工合同反映海外市场逐复苏,预计2021财年剩余时间的海外收入可能会有较好的表现,今年度的新订单增长亦可能好过预期,但更关注2021财年的利润率走势,因大宗商品价格上涨应该会对成本管理带来额外压力。

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