智通财经APP获悉，鹰普精密(01286)早盘涨超10%，高见4.46港元，创历史新高。截至发稿，涨8.91%，报4.4港元，成交额1196.26万港元。
消息面上，鹰普精密本月初发布公告称，额外关税的影响并不如先前公告的广泛，原因包括：集团大部分美国客户均已同意承担全部或大部分近期新征的额外关税，而部分之前被纳入新关税清单的产品编码，经确认由于没有钢铝成分，所以不需缴交额外关税。据悉，8月15日，美国曾宣布扩大钢铁和铝关税实施范围。
兴证国际发布研报称，鹰普精密产品用于大马力发动机、工程机械、农业机械、休闲娱乐船舶、乘用车、商用车、航空、能源、医疗等多个行业，整体需求稳中向上，其中大马力发动机、机器人等细分场景景气度高并具备较高利润率。AIDC拉升大马力发动机需求，公司为卡特彼勒、康明斯等提供大马力发动机的砂型铸件缸体，上半年相关业务收入同比增长48.3%至5.3亿元，收入占比21.8%。此外，公司进入达芬奇手术机器人供应链，并与海外人形机器人公司洽谈合作，提升长期空间。
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