港股异动 | 鹰普精密(01286)涨近7% 股价创上市新高 AIDC拉升大马力发动机需求

智通财经
Nov 12

智通财经APP获悉,鹰普精密(01286)涨近7%,高见6.2港元创上市新高。截至发稿,涨6.84%,报6.09港元,成交额4120.23万港元。

消息面上,鹰普精密近期公布,2025年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%。其中,第三季度多元化工业板块同比增40.6%至7.78亿元。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。

兴业证券此前指出,公司为AIDC及机器人产业链标的,长期空间可期。公司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加48.3%至5.3亿元,收入占比21.8%。

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