前期屡受传闻冲击的中集集团本周再放业绩“卫星”,公司预计05年1-3月净利润将同比增长400%左右,每股收益高达1元。分析认为如此高速增长主要源于公司集装箱销量增速超过40%,均价同比增长40%和去年公司囤积大量原材料为05年毛利率提升打下伏笔。预计一季度增速已到达顶峰,三季度毛利率将有所下降,全年仍可保持30% 以上增长,对目前股价形成强支撑,多位分析师仍维持“推荐”评级。 CIMC, which has been repeatedly hit by rumors, earlier this week released its “Satellite” performance. The company expects net profit for January-March 2005 to increase by 400% YoY and earnings per share will be as high as RMB1. Analysts believe that such rapid growth is mainly due to the growth rate of container sales of more than 40%, the average price increase of 40% and last year the company hoarding large amounts of raw materials for the improvement of gross margin in 2005 paved the way for. Expected quarterly growth has reached its peak, third quarter gross profit margin will decline, the year can still maintain more than 30% growth, the current strong support for the stock price, many analysts still maintain “recommended” rating.