智通财经APP获悉，创科实业(00669)涨超4%，截至发稿，涨4.16%，报102.6港元，成交额2.43亿港元。
小摩发布研报称，创科实业为该行2026年首选股份之一，认为电动工具行业正重新步入增长轨道，推动因素包括供应链及库存调整正常化、利率周期更有利，以及公司自身的催化剂。该行表示，随着市场重新关注行业增长潜力，预期该板块在今年余下时间将普遍跑赢大市。
小摩表示，针对创科实业，预期Milwaukee品牌收入增长将重新加速，因总市场规模(TAM)快速扩张。同时，在退出沃尔玛的HART品牌后，公司将重新聚焦消费业务，尤其是家得宝的Ryobi品牌。该行与行业龙头交流后，再次印证行业的渠道去库存周期接近完成，定价能力保持强劲，行业整合正在加速，且利好大型品牌供应商。此外，供应链迁移对行业的影响已大致过去，专业及DIY需求亦明显复苏。
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