异动解读 | 鹰普精密盘中大跌6.93%,或因墨西哥工厂亏损及第四季度收入增长放缓

异动解读
Mar 13

鹰普精密(01286)今日盘中大跌6.93%,引起了市场的广泛关注。

消息面上,鹰普精密的墨西哥圣路易斯波托西市(SLP)园区二期预计今年底大致完成,届时整体工厂的可实现年度销售额有望达到3.5亿至4.5亿美元。该工厂是集团历来最大规模投资,累计投入25亿元,但去年仍录得亏损。公司对前景表示乐观,今年将争取在营业利润层面实现盈亏平衡。

此外,富瑞发布研报指出,鹰普精密披露业绩后股价波动,可能与去年第四季大马力发动机业务收入增长放缓有关,管理层解释是由于客户在年底去库存所致。公司看到增长趋势已于今年1至2月恢复,并指引2026年全年收入按年增长约15%。

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