研报掘金丨中金：下调华润建材科技目标价至2.2港元 维持“跑赢行业”评级

Group 1 - The core viewpoint of the report indicates that due to the inclusion of G&A expenses, the fixed asset impairment for the first half of the year will exceed 100 million yuan, while there were no corresponding provisions in the same period last year [1] - The company's cement sales and prices may be lower than previously expected, leading to a downward revision of the earnings per share forecast for the next two years by 66% and 48%, resulting in estimates of 0.06 HKD and 0.11 HKD respectively [1] - The firm maintains a "outperform" rating for the company but has reduced the target price by 12% to 2.2 HKD [1]