李慧芬:三一國際Q3季度營收淨利激增

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三一國際Q3季度營收淨利激增

內地領先的礦山裝備及物流裝備製造商三一國際(00631.HK)產品主要有礦山裝備、煤炭機械產品及採煤設備;非煤掘採產品、採礦機;礦用車輛產品包括礦用運輸車輛和寬體車等產品;智慧礦山產品包括無人駕駛、綜採自動化及智慧礦山運營系統;與物流裝備包括集裝箱裝備、散料裝備及通用裝備,另外機器人包括機器人系統集成、移動機器人及電動叉車。

過去三季業績增長強勁

集團截止9月30日止九個月實現收入約116億元,同比增長53.8%;歸母淨利潤約13億元,同比增長19.4%;剔除2021出售新疆子公司獲得的一次性收益後,歸母淨利潤增長38.6%。

Q3單季營收和利潤增速均較上半年加快,7-9月實現收入39.7億元,勁增55.2%,歸母淨利潤3.9億元,大幅增長42.2%。

採取智能化、電動化經營戰略

在智能化、電動化經營戰略下,集團不斷推出新產品。智能化、電動化產品收入大幅增長,帶動掘進機、綜採、寬體車及港口機械產品收入大幅增長;其次為其成功深入推進國際化戰略,多個海外市場取得重大突破,寬體車、掘進機及港口機械產品國際收入均實現大幅增長;加上全面實施數智化運營,實施提質增效、降本控費舉措,盈利保持穩定增長。

期內,在新業務方面繼續保持快速發展,智慧礦山業務實現打通礦山全流程無人化技術,並形成智慧礦山整體解決方案,單體礦山運營的電動化無人駕駛寬體車規模行業第一。機器人業務結構調整加快,市場拓展成果顯著,突破多個行業重點客戶,獲得多個立體庫項目、電動叉車及智能物流等產品新訂單。

近年受益於礦山和物流行業裝備需求向智能化、電動化轉型升級,集團堅持研發創新戰略,加快智能化、電動化裝備新品上市,提升市場競爭力;而且2022開始,集團持續加大國際資源投入,加速拓展國際市場,國際化戰略成效顯著,上半年海外收入大幅增長121.9%。

週線圖出現穿腳破頭轉強訊號

事實上,自2017以來,三一國際(00631.HK)毋懼經濟周期波動,經營保持穩步上升趨勢;同時,亦積極打造新的業績增長點動力十足,成為資金焦點績優股之一。

技術圖形上已然出現 [穿腳破頭] 的轉勢訊號,投資者不妨在7.20元左右買入三一國際(00631.HK),獲利目標8.80元,極具投資價值。

(撰文 : Vantage客席分析師 李慧芬)(本人並沒持有以上股票)

Stella Lee
Responsible Officer, Executive Director

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