港股异动 | 中集安瑞科(03899)尾盘跌近4% 清洁能源强劲增长被部分抵消 三季度新签订单额同比跌超38%

智通财经
26 Nov 2024

智通财经APP获悉,中集安瑞科(03899)尾盘跌近4%,截至发稿,跌3.63%,报6.38港元,成交额2774.36万港元。

消息面上,中集安瑞科此前公告称,第三季度,公司录得收益64.89亿元人民币,同比增长10.4%,其中清洁能源分部录得47.23亿元,同比增长28.1%,占比收益提升至72.8%。中银国际指出,公司新能源板块的强劲增长,再次被其余板块的下滑所部分抵销。不过新订单额同比跌38%,创2021年第一季以来最低水平。

中航证券指出,公司在清洁能源领域行业领先地位稳固,天然气产销量增长和氢能产业快速发展,拉动产业链装备和工程服务需求。化工环境和液态食品业务总体稳健增长,新业务领域的进展有望超预期。另外,H股整体处于低估状态,未来全球资本流动、有望改善流动性,优质企业有望率先修复估值。

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