智通财经APP获悉，泉峰控股(02285)再涨超10%，截至发稿，涨10.43%，报20.65港元，成交额2543.24万港元。
消息面上，泉峰控股此前发布盈喜，与上年度亏损3,720万美元相比，预计2024年度纯利约1.1亿-1.2亿美元。主要受惠渠道去库存周期的结束，收入增长约25%-30%；在规模恢复、原材料成本等有利因素的推动下，毛利率有所提升；及经营效率的持续提升。
财通证券指出，公司预计全年收入增长25%-30%，显着超过了此前给出的20%目标，根据全年目标我们预计公司全年收入有望达17.2-17.9亿美元，其中H2收入有望达9.0-9.7亿美元，增速约42-53%。根据公司预告，我们测算H2净利率有望达5.0%-6.5%，剔除公司德国基地定位调整相关的非经常因素后净利率有望达7.5%-9.2%，显着高于H1的6.8%。该行指出，渠道去库结束叠加降息催化，公司业绩步入上升周期。
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