-- 儘管中國市場對白色家電的需求疲軟,美的(滬港通:000333)第一季淨利仍小幅成長。 根據週四提交給香港的公告,這家電製造商第一季歸屬於股東的淨利潤年增2%,從去年同期的124億元增至127億元。 每股盈餘較去年同期成長3.7%,從1.63元人民幣增至1.69元。 Visible Alpha分析師先前預測每股收益為1.65元。 非經常性收益下滑14%,從127億元降至110億元。 TipRanks週四發布的報告指出,儘管經營活動現金流保持穩定,但這一下滑可能意味著潛在的獲利壓力。 營業收入為1,311億元,較上年同期的1,278億元成長2.6%,高於Visible Alpha分析師預測的1,310億元。 總收入從1,284億元增加到1,316億元。 公司建築科技業務收入成長10%至108億元人民幣,機器人與自動化業務收入成長12%至82億元。 然而,工業科技業務收入下滑12%至68億元。 里昂證券(CLSA)報告稱,本季國內銷售成長可能超過了海外銷售表現。 傑富瑞(Jefferies)投資銀行4月初發布的報告指出,與1月和2月的反彈相比,3月份中國對白色家電的需求可能有所下降。 該投資銀行表示,由於已開發市場成長放緩,這家電製造商的出口可能面臨壓力。 這家金融服務公司表示,展望未來,隨著內需抑制國內銷售成長,海外銷售額在較低基數下可能實現接近兩位數的成長。 里昂證券表示,美的即將與伊萊克斯在冷凍和織物護理領域的合作,或將助力這家中國公司進軍美國市場。 週四下午交易時段,美的股價在香港上漲1%。
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