Morimatsu International (02155) Surges Over 8% as 2026 Tipped to Mark AIDC Debut; Analysts Bullish on New Order Growth

Stock News
May 20

Morimatsu International (02155) saw its shares rise more than 8%. As of the latest update, the stock was up 8.03%, trading at HK$8.74 with a turnover of HK$182 million. The company is a global leader in modular plants and has established strategic partnerships with leading enterprises across multiple sectors, including pharmaceuticals, chemicals, fast-moving consumer goods, and power batteries. Notably, for the full year 2025, the company secured new confirmed orders totaling RMB 8.569 billion, with its order backlog standing at RMB 8.572 billion. Furthermore, the company has indicated that 2026 is expected to mark the beginning of its AIDC (Advanced Industrial Digital Control) era, potentially providing a new driver for performance growth. Huatai Securities previously noted in a research report that, looking ahead to 2026, based solely on the new order data secured in 2025, it forecasts a 20% year-on-year profit growth for the company for 2026. Considering potential additional order contributions from sectors such as the concentrated construction of pharmaceutical plants by European and American companies in the US post-Q2 2026, AIDC, and oil & gas and photovoltaic businesses, the firm is optimistic about positive growth in new orders for 2026.

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