异动解读 | 创新实业盘中大涨5.05%,因签署大额采购协议、收购矿业股权及业绩亮眼

异动解读
Mar 18

创新实业(02788)今日盘中股价大幅上涨5.05%,引起了市场的高度关注。

消息面上,公司近期发布了一系列积极公告。首先,创新实业与关联方创新新材订立了产品及服务采购与设备租赁框架协议,2026年度采购交易上限大幅增至1.8亿元人民币,租赁上限为900万元。公司解释此举是为了满足其新能源项目(风力和太阳能电站)建设对电缆、铝卷等材料的需求,同时其铝锭产量预计将同比增长5%至10%。

其次,公司宣布拟斥资超过15亿元人民币,收购山东创源41.5%的股权以及通辽智慧矿业100%的股权,以保障上游原材料供应并布局核心能源业务,提升供应链稳定性与成本控制能力。此外,公司发布的年度业绩显示,2025年净利润同比增长约32.81%至约27.31亿元人民币,并计划派发末期股息每股0.77港元。券商招银国际随后发布报告,维持对其“买入”评级,目标价32港元,认为公司产能增长潜力巨大,尽管对收购煤炭业务略有保留,但整体看法正面。这一系列涉及业务扩张、垂直整合、强劲盈利及积极分析师评价的利好消息,共同推动了股价在今日盘中的显著上扬。

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