作者调研分析认为,中材国际境外业务进展非常顺利,毛利率相对较高。公司作为国际水泥承包市场新贵,订单量大集中,经营效率高。由于拥有水泥建设承包业务的完整业务链条,在国内少有强竞争对手,市场占有率高。综合认为公司合理价值17.0元左右,目前建议长线买入。 According to the author’s research and analysis, Sinoma International’s overseas business progressed very smoothly with a relatively high gross profit margin. As the upstart international cement contracting market, orders a large concentration, high operating efficiency. Owing to the complete business chain of cement construction contracting business, there are few strong competitors in the country and the market share is high. Considering the company’s reasonable value of about 17.0 yuan, the current proposed long-term buy.