港股异动 | 力劲科技早盘涨近15%,多家企业加码压铸业务!机构称压铸机需求有望反弹

智通财经
Jan 10, 2025

1月10日,力劲科技早盘涨近15%,截至发稿,涨11.9%,报2.82港元,成交额2989.34万港元。

消息面上,据特斯拉官微消息,特斯拉在中国推出升级版ModelY,起售价为26.35万元。此外,多家企业加码压铸业务。理想汽车一体化铝压铸后地板下线;胜利精密拟募资扩建车载镁合金项目;广东富成批量采购力劲2500T大型智能压铸单元。

国泰君安国际此前指出,力劲科技的主要客户特斯拉、华为和小鹏最近在自动驾驶技术方面的发展可能会增加对其汽车的需求,从而增加对压铸机的需求。鉴于风险现在已经降低,加上有利的技术环境,我们预计压铸机需求的反弹将持续到2025财年下半年,并可能持续到2026财年。

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