智通财经APP获悉，泉峰控股(02285)涨超5%，截至发稿，涨5.27%，报19.58港元，成交额1370.08万港元。
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，公司全年业绩预告符合预期，OPE行业向上弹性充足，我们根据公告调整盈利预测，当前估值性价比进一步凸显。
此外，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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