智通财经APP获悉，中集安瑞科(03899)一度涨超7%，截至发稿，涨4.83%，报11.28港元，成交额1.59亿港元。
消息面上，中泰国际研报指出，近期公司多项创新业务出现突破，例如广东湛江绿色甲醇项目一期投产；2025年航天储存装备收入及在手订单合共超一亿元人民币；核聚变能投资。该行认为，虽然相关业务的短期盈利贡献料不大，但是可助力公司中长期增长，并支持较高估值。该行暂时维持FY25-27股东净利润预测，但是不排除待未来业绩/相关消息公布后调升的可能性。比较参与创新业务的能源设备同业估值后，该行将公司目标价由8.60港元提高至12.34港元，对应16.5倍FY26市盈率和13.5%上升空间。重申“增持”评级。
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