<p>美銀證券在一份研究報告中表示，中國建材（03323.HK）+0.131 (+2.674%) 空頭頭寸為 2032 萬美元；比例為 23.275%。該公司在第一季度錄得淨虧損 1.77 億元人民幣，符合其早前的盈利預警指引。該券商估計，扣除永續債利息後，按照國際財務報告準則計算的淨利潤為 2.53 億元人民幣。</p>
<p>季度虧損同比縮窄 60%，或 3.86 億元人民幣，主要得益於兩家玻璃纖維子公司的業績改善。在此期間，水泥業務子公司錄得淨虧損 15 億元人民幣，同比持平。該券商重申買入評級，並將目標價從 5.7 港元上調至 6.7 港元，預計水泥和新型建築材料業務前景改善。（ss/a）（香港股票報價延遲至少 15 分鐘。空頭數據截至 2026 年 5 月 4 日 16:25。）</p>
<p>本文由人工智能自動翻譯，中文版本應視為權威版本。AASTOCKS.com Limited 不保證其準確性或完整性，並對因使用此翻譯而產生的任何損害或損失不承擔任何責任。</p>

中國建材

<p>BofAS 已將中國建材的目標價從 5.7 港元上調至 6.7 港元，理由是預計水泥業務前景將改善。該公司在第一季度報告了 1.77 億元人民幣的淨虧損，與之前的警告一致，但虧損同比縮小了 60%，得益於玻璃纖維子公司的表現改善。然而，水泥業務同比持平，淨虧損為 15 億元人民幣。BofAS 對該股票維持買入評級</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>美銀證券在一份研究報告中表示，中國建材（03323.HK）+0.131 (+2.674%) 空頭頭寸為 2032 萬美元；比例為 23.275%。該公司在第一季度錄得淨虧損 1.77 億元人民幣，符合其早前的盈利預警指引。該券商估計，扣除永續債利息後，按照國際財務報告準則計算的淨利潤為 2.53 億元人民幣。</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>季度虧損同比縮窄 60%，或 3.86 億元人民幣，主要得益於兩家玻璃纖維子公司的業績改善。在此期間，水泥業務子公司錄得淨虧損 15 億元人民幣，同比持平。該券商重申買入評級，並將目標價從 5.7 港元上調至 6.7 港元，預計水泥和新型建築材料業務前景改善。（ss/a）（香港股票報價延遲至少 15 分鐘。空頭數據截至 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>本文由人工智能自動翻譯，中文版本應視為權威版本。AASTOCKS.com Limited 不保證其準確性或完整性，並對因使用此翻譯而產生的任何損害或損失不承擔任何責任。</p>
</div>

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

AASTOCKS News

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美銀證券將中國建材的目標價上調至 6.7 港元，預計水泥業務的前景將有所改善