智通财经APP获悉,海螺创业(00586)再涨超7%,截至发稿,涨7.71%,报8.38港元,成交额1.4亿港元。
消息面上,5月8日-9日,海螺创业董事长郭景彬率队参加锂电龙头企业亿纬锂能在广东惠州会展中心举行的全球首届商用车电池科技日活动,并签署战略合作协议。此次战略合作将有力实现优势互补,形成全链条的产业集群,为行业创造更大价值,共绘新能源绿色发展新蓝图。
华泰证券指出,海螺创业积极推进主业提质增效,减少低毛利建设业务和新增投资,看好公司运营性收入占比提升对盈利质量的改善,以及水泥投资收益的稳定提升。公司有望延续压降资本开支、提升分红率,维持“买入”。
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