港股异动 | 创维集团(00751)尾盘飙升逾28% 公司近期否认私有化猜测 创维光伏已成第二增长曲线

智通财经
Sep 12

智通财经APP获悉,创维集团(00751)尾盘飙升逾28%,截至发稿,涨26.12%,报4.78港元,成交额4.32亿港元。

消息面上,9月8日,创维集团尾盘放量飙升逾34%,引发市场对于公司即将私有化的猜测。当日创维集团向上证报表示,目前没有私有化的规划。值得注意的是,创维集团上半年实现营业收入362.64亿元人民币,同比上涨20.3%。其中,新能源业务收入达到138.01亿元,同比大幅增长近54%,占集团总营收比例提升至38%。创维光伏已成为创维集团第二增长曲线。

智通财经APP在《智通财经港股09月投资策略及十大金股》中提及创维集团时指出,2025年下半年消费品以旧换新工作仍将稳步推进,国补资金接续在即,且后续补贴资金使用节奏或更为稳健,全年需求有望持续稳健释放。站在当前时点,家电行业内需提振预期向上,板块对美敞口或不高,龙头结构升级、全球产能布局等应对空间充裕,叠加龙头经营高质量高股息,建议积极关注家电投资价值。

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10