智通财经APP获悉，泉峰控股(02285)涨超7%，截至发稿，涨7.61%，报22.9港元，成交额4115.42万港元。
消息面上，据芝加哥商品交易所FedWatch工具显示，美联储9月降息25个基点的概率高达98%。市场预计未来12个月美联储将总计降息142个基点。招商证券认为，工具行业呈现“SKU多、市场空间大、景气度与地产行业高度相关、格局较分散”的特征，欧美为主要消费市场，目前美国地产周期处于底部，降息落地有望开启新一轮上行周期，带来工具需求弹性。
中金指出，1H25公司OPE业务实现收入6.02亿美元，同比增长22.8%，主要由于EGO产生收入增长；电动工具产品实现收入3.06亿美元，同比下滑2.5%，主要由于OEM业务下降及中国市场疲软。1H25公司综合毛利率同比增长0.4ppt至33.3%，主要由于高利润率EGO产品占比增加、原材料成本下降及销售价格上涨。开源证券表示，公司2025Q3收入或承压，仍有望随降息周期及时缓释，业绩受益毛利率稳定、费用管控或有韧性，2026年EGO强产品力、渠道扩张有望支撑相对更好表现，产能外迁或提升确定性。
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