异动解读 | 中铝国际盘中大涨6.46%,海外新签合同大幅增长超115%

异动解读
Oct 30

中铝国际(02068)今日盘中大涨6.46%,引起市场广泛关注。截至发稿,该股报2.75港元,涨幅收窄至4.56%,成交额达8283.63万港元。

消息面上,中铝国际近期发布的业绩报告显示,公司2025年前三季度新签合同总额达214.60亿元人民币,同比增长21.68%。尤其值得注意的是,公司新签海外合同金额为50.20亿元人民币,较去年同期大幅增长115.91%,显示出公司在国际市场的拓展取得显著成效。此外,公司新签EPC工程总承包及施工合同也实现29.92%的增长,达到182.47亿元人民币。

虽然中铝国际2025年前三季度营业收入为152.19亿元,同比下降5.72%,归属于上市公司股东的净利润为1.19亿元,同比下降52.68%,但投资者似乎更关注公司未来的增长潜力。新签合同的显著增长,特别是海外业务的强劲表现,暗示公司未来收入可能会有所改善。这一积极信号可能是推动股价上涨的主要原因。市场分析人士认为,中铝国际在全球化战略方面的进展值得关注,可能为公司带来新的增长动力。

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