智通财经APP获悉，泉峰控股(02285)跌超5%，截至发稿，跌4.14%，报18.54港元，成交额2463.91万港元。
消息面上，华泰证券发布研报称，泉峰控股发布2024年正面盈利预告：预告2024年收入同比增长25%-30%，据此测算2024年收入规模在17.2-17.9亿美元，超过该行此前预期的17.05亿元；预告2024年录得净利润1.1-1.2亿美元，经调整纯利1.35-1.45亿美元(剔除德国施泰因海姆基地调整相关的非经常性成本)。考虑到公司对德国的施泰因海姆基地调整带来部分非经常成本，该行略下调利润预测，预计24-26年归母净利润分别为1.17/1.59/1.93亿美元(较前值分别下调10.75%/3.96%/2.50%)。
开源证券此前指出，面对美国潜在关税风险，公司依靠短期提前备货、中期快速产能迁移积极应对：2023年越南产能占比10%，2023H2新租厂房在2025年落地后占比有望提升至20%；若美国选举及关税政策走向不利，公司将加速产能迁移，2025年底占比有望提升至35%-40%，2026年底越南自建厂房落地后可再提升至65%-70%，基本覆盖北美区收入风险敞口（2024H1占比67.7%）
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