天工国际(00826)盘中最高涨超15%,高见2.41港元,截至发稿,股价上涨5.85%,现报2.17港元,成交额1.21亿港元。
近日,天工股份在航天材料领域取得重大突破,首个航天级紧固件用钛合金丝材订单正式交付,这一里程碑式的突破,标志着公司在高端材料领域的研发实力和市场竞争力迈上了新台阶。
国泰君安此前指出,根据公司公告,天工股份已获得北交所审核通过,该行预期天工股份完成上市后,其3000吨钛材项目将加速推进,公司钛合金板块的发展或将提速。
该行表示,受到国内新能源汽车蓬勃发展带动,国内模具钢需求明显恢复,2024年上半年,天工国际模具钢国内营收5.4亿元,同比上升44.1%。新能源汽车带来的需求持续上升,预期公司模具钢板块将维持平稳。此外,在泰国切削工具项目完成后,公司泰国切削工具产能已经达到1亿支,海外布局的成效初显。该行认为,随着公司泰国基地、钛项目的落地,公司未来成长空间将进一步打开。
责任编辑:卢昱君
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.