温控仓储运营商Americold Realty Trust (COLD) 今日盘中股价大幅上涨15.35%，表现异常强劲。
消息面上，公司股价受到双重利好消息提振。首先，Americold宣布与投资公司EQT旗下的Active Core Infrastructure基金成立一家专注于北美冷库业务的合资企业。根据协议，Americold将向该合资企业注入12处冷库设施，初始总价值超过13亿美元，预计公司将获得约11亿美元的净现金收益，计划用于偿还债务。其次，公司发布了乐观的2026年业绩指引，预计经调整的每股运营现金流将在1.20至1.30美元之间，显著高于华尔街分析师92美分的普遍预期。
此次合作将打造北美最大的冷库平台之一，其中EQT将持有合资企业70%的股权，而Americold保留30%的股权并负责日常运营管理。该交易预计于2026年第三季度完成。市场分析认为，合资企业的成立不仅优化了公司的资产结构，带来了可观的现金流入，其发布的强劲业绩展望也极大地增强了投资者对公司未来增长潜力的信心，共同推动了股价的显著上扬。
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