智通财经APP获悉，森松国际(02155)再涨超6%，截至发稿，涨5.24%，报11.04港元，成交额2164.01万港元。
开源证券此前发布研报称，森松国际深耕压力容器领域多年，形成囊括核心设备、工艺系统和数智化工厂的解决方案，覆盖医药、化工、日化、能源、电子化学品等行业。该行指出，公司下游行业景气度高，制药行业进入复苏周期，海外MNC的CAPEX需求恢复，新签订单快速增长，叠加公司海外生产基地产能释放，工程周期有望缩短，超百亿的在手订单加速交付，驱动业绩高速增长。
该行同时指出，AI技术爆发催生海量算力需求，倒逼AI厂商对AIDC的建设速度与交付能力提出更高要求。在此背景下，AIDC产业链上下游交付模式加速迭代，预制模块化交付逐渐成为新一代AIDC建设的标准方案。森松模块化数据中心业务优势显著，能够高效交付，满足算力刚需。
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