港股异动 | 鹰普精密(01286)涨超8%创新高 前三季度收入增近17% 公司受益AIDC及机器人高景气度

智通财经
Nov 05

智通财经APP获悉,鹰普精密(01286)午后涨超8%,高见5.4港元,创历史新高。截至发稿,涨6.85%,报5.3港元,成交额1101.94万港元。

消息面上,鹰普精密公布,第三季度实现收入约13.61亿港元,同比增长16.8%;前三季度实现收入约38.11亿港元,同比增长6.8%。公司主席及行政总裁陆瑞博表示,集团预测2025年全年销售同比增长率达高单位数至双位数。

兴证国际此前发布研报称,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。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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