智通财经APP获悉，中集安瑞科(03899)涨超4%，截至发稿，涨4.48%，报12.37港元，成交额4122.12万港元。
消息面上，近日，中集安瑞科拟与多方就印尼青山项目达成合作签约。小摩认为，中集安瑞科公布其在印尼的首个海外焦炉煤气项目。该行估计，若项目达至最高产能，可为公司贡献约7,000万元人民币的利润，约占2025财年预测净利润的6%。该行预期有关进展将进一步提振市场对公司的情绪，因项目反映公司新业务举措的海外扩张正从愿景迈向实际执行阶段。
小摩续指，该项目是中集安瑞科的第5个焦炉煤气项目，进一步巩固了其在该领域的专业地位。同时，这一进展缓解了投资者对公司净利润增长放缓的担忧。由于公司的三项新业务均为项目制，每个项目的成功实施都将为公司提供稳定的收入来源，从而增强其长远持续增长的能见度。该行认为，对中集安瑞科的印尼项目持积极态度，其将在财务和战略层面为公司带来显著收益。
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