港股异动 | 中国联塑(02128)再涨超4% 内地核心业务呈现企稳迹象 海外业务有望驱动未来增长

Core Viewpoint - China Lesso (02128) has seen a stock price increase of over 4%, currently trading at HKD 5.96 with a transaction volume of HKD 66.518 million, indicating positive market sentiment towards the company amid favorable real estate policies [1] Group 1: Market Analysis - Huatai Securities reports that positive real estate policies are expected to accelerate the stabilization of the real estate market, with current data reflecting in the stock prices and valuations of building materials companies [1] - Companies are improving their domestic market share, expanding overseas operations, and diversifying product categories, with some showing early signs of revenue improvement [1] Group 2: Financial Projections - Citigroup has downgraded Lesso's earnings forecasts for 2026 to 2028 by 11% to 18%, citing impairment of non-core projects [1] - Despite this, the core business in mainland China shows signs of stabilization, with reduced drag from residential business offset by strong growth in non-residential sectors such as agriculture, industry, healthcare, and municipal services [1] - Citigroup anticipates that Lesso's overseas pipeline business will become a major growth driver, with sales expected to increase by over 50% this year [1]