异动解读 | 中铝国际盘中大涨6.46%,新签合同总额同比增长21.68%

异动解读
Oct 30

周四盘中,中铝国际(02068)股价大涨6.46%,引起市场广泛关注。截至发稿时,该股涨幅收窄至4.56%,报2.75港元,成交额8283.63万港元。

消息面上,中铝国际近日公布了2025年前三季度业绩报告及新签合同情况。虽然公司前三季度营收和净利润同比有所下降,但新签合同总额却呈现显著增长,这可能是推动股价上涨的主要因素。

根据公告,2025年前三季度中铝国际新签合同总额达214.60亿元人民币,同比增长21.68%。其中,工业合同新签额205.11亿元,同比增长32.96%;EPC工程总承包及施工合同新签额182.47亿元,同比增长29.92%。最引人注目的是,海外合同新签额达50.20亿元,同比大增115.91%。这一系列数据显示,尽管公司面临一定的盈利压力,但在市场开拓方面取得了显著进展,特别是海外业务的快速增长,为公司未来发展注入了新的动力。投资者对这一积极信号作出反应,推动了股价的上涨。

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