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　　中集集团（02039）午后涨近10%，截至发稿，股价上涨9.39%，现报11.77港元，成交额1.24亿港元。

　　中集集团一季度业绩显示，营业收入为326.6亿元；归母净利润为2.09亿元。值得注意的是，2025年公司海工业务毛利率达14.83%，较2024年提升5.72pcts。2026年一季度，公司海工新签订单7.5亿美元，2025年同期仅为0.6亿美元，订单同比大幅提升。

　　华泰证券发布研报称，考虑到深海油气开发景气呈上行趋势，中集集团海工业务有望充分受益，同时全球算力基建需求不断释放，公司模块化数据中心布局厚积薄发，未来海工与AIDC两大业务有望持续贡献业绩增量。A/H股维持“买入”评级。

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