该行表示，尽管中集安瑞科今年上半年净利润同比跌15%逊预期，仍然看到2024年下半年盈利复苏的空间，同比有望转升8%。此外，在清洁能源带动下，2025年利润率有上升空间。CIMC ENRIC (03899) rose more than 8%, as of the time of publication, up 8.14%, at 7.57 Hong Kong dollars, with a turnover of 37.1178 million Hong Kong dollars.
According to the Securities Times app, CIMC ENRIC (03899) rose more than 8%, up 8.14% as of the time of publication, at 7.57 Hong Kong dollars, with a turnover of 37.1178 million Hong Kong dollars.
JPMorgan released research reports stating that CIMC ENRIC benefits from the green transformation in mainland China and the global shipbuilding green capital expenditure upturn cycle, both of which will drive the continuous growth of its core clean energy sector. The bank pointed out that combined with the other two sectors (chemical eco-friendly and liquid food), which are also improving, it will provide support for further orders. The current order backlog has reached a record high of 29.4 billion RMB, a year-on-year increase of 43%.
The bank stated that despite CIMC ENRIC's net profit in the first half of this year falling by 15% year-on-year, which was below expectations, it still sees space for profit recovery in the second half of 2024, with a year-on-year expected increase of 8%. In addition, driven by clean energy, there is potential for a rise in profit margin in 2025.
