智通财经APP获悉，泉峰控股(02285)早盘涨近7%，截至发稿，涨5.39%，报18.78港元，成交额1034.25万港元。
消息面上，泉峰控股拟于3月26日举行董事会会议考虑及通过全年业绩。公司此前发布盈喜，与上年度亏损3,720万美元相比，预计2024年度纯利约1.1亿至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。
华泰证券指出，泉峰控股24年收入表现超预期，规模恢复&成本利好下利润表现亮眼。展望2025年，行业需求有望受益于海外降息下终端需求回暖、产品替换周期来临等，继续看好行业需求景气延续。此外，公司持续推进越南基地产能建设，预计25年越南基地产能贡献有望快速提升，有效缓解贸易摩擦风险，长期看好公司在锂电OPE领域的品牌出海能力。
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