智通财经APP获悉，京东工业(07618)再涨超5%，截至发稿，涨4.74%，报14.35港元，成交额2690.26万港元。
消息面上，近日，京东工业与星源材质签署战略合作协议，双方将在拓展数字化技术平台及数字化解决方案、MRO及备品备件物料全球采购等领域展开深度合作，并携手推进商品标准化、供应链联储联备、供应链一体化保障方案和海外采购的平台建设。星源材质海外多点本地化生产布局与京东工业全球供应链体系强强联合，可高效满足新能源制造企业在海外的生产和供应需求。
华泰证券指出，公司已被纳入港股通名单，于3月9日起生效，这有望进一步丰富公司股东结构，促进流动性改善。中长期，期待公司通过自身技术驱动的效率提升能力和集团协同效应，持续深化核心用户规模和份额增长，并满足企业数字化采购与降本需求。建议持续关注公司重点企业客户的开拓以及BOM品类、自有品牌和海外业务的进展。
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