<p>美银证券在一份研究报告中表示，中国建材（03323.HK）+0.131 (+2.674%) 空头头寸为 2032 万美元；比例为 23.275%。该公司在第一季度录得净亏损 1.77 亿元人民币，符合其早前的盈利预警指引。该券商估计，扣除永续债利息后，按照国际财务报告准则计算的净利润为 2.53 亿元人民币。</p>
<p>季度亏损同比缩窄 60%，或 3.86 亿元人民币，主要得益于两家玻璃纤维子公司的业绩改善。在此期间，水泥业务子公司录得净亏损 15 亿元人民币，同比持平。该券商重申买入评级，并将目标价从 5.7 港元上调至 6.7 港元，预计水泥和新型建筑材料业务前景改善。（ss/a）（香港股票报价延迟至少 15 分钟。空头数据截至 2026 年 5 月 4 日 16:25。）</p>
<p>本文由人工智能自动翻译，中文版本应视为权威版本。AASTOCKS.com Limited 不保证其准确性或完整性，并对因使用此翻译而产生的任何损害或损失不承担任何责任。</p>

中国建材

<p>BofAS 已将中国建材的目标价从 5.7 港元上调至 6.7 港元，理由是预计水泥业务前景将改善。该公司在第一季度报告了 1.77 亿元人民币的净亏损，与之前的警告一致，但亏损同比缩小了 60%，得益于玻璃纤维子公司的表现改善。然而，水泥业务同比持平，净亏损为 15 亿元人民币。BofAS 对该股票维持买入评级</p>

<p>BofAS said in a research report that CNBM (03323.HK) +0.131 (+2.674%)  Short selling $20.32M; Ratio 23.275%  recorded a net loss of RMB177 million in 1Q, in line with its earlier profit warning guidance. The broker estimated that, after deducting perpetual bond interest, net profit calculated under IFRS reached RMB253 million.</p>
<div class="lb-trans"><p>美银证券在一份研究报告中表示，中国建材（03323.HK）+0.131 (+2.674%) 空头头寸为 2032 万美元；比例为 23.275%。该公司在第一季度录得净亏损 1.77 亿元人民币，符合其早前的盈利预警指引。该券商估计，扣除永续债利息后，按照国际财务报告准则计算的净利润为 2.53 亿元人民币。</p>
</div><p>The quarterly loss narrowed by 60% YoY, or RMB386 million, mainly benefiting from improved results of two fiberglass subsidiaries. During the period, the cement business subsidiaries recorded a net loss of RMB1.5 billion, flat YoY. The broker reiterated its Buy rating and raised the TP from HKD5.7 to HKD6.7, expecting improved prospects for the cement and new building materials businesses. (ss/a)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-04 16:25.)</p>
<div class="lb-trans"><p>季度亏损同比缩窄 60%，或 3.86 亿元人民币，主要得益于两家玻璃纤维子公司的业绩改善。在此期间，水泥业务子公司录得净亏损 15 亿元人民币，同比持平。该券商重申买入评级，并将目标价从 5.7 港元上调至 6.7 港元，预计水泥和新型建筑材料业务前景改善。（ss/a）（香港股票报价延迟至少 15 分钟。空头数据截至 2026 年 5 月 4 日 16:25。）</p>
</div><p>This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.</p>
<div class="lb-trans"><p>本文由人工智能自动翻译，中文版本应视为权威版本。AASTOCKS.com Limited 不保证其准确性或完整性，并对因使用此翻译而产生的任何损害或损失不承担任何责任。</p>
</div>

BofAS Raises CNBM  TP to HKD6.7, Expects Improvement in Cement Business Outlook

AASTOCKS News

美国银行

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

CHINA NATIONAL BUILDING MATERIAL CO UNSP ADR EACH REPR 50 ORD

美银证券将中国建材的目标价上调至 6.7 港元，预计水泥业务的前景将有所改善