港股异动 | 俊知集团(01300)盘中涨超25% AIDC产品逐步获得客户认可 推动收入和毛利加速提升

智通财经
May 11

智通财经APP获悉,俊知集团(01300)盘中涨超25%,4月初至今累计涨幅超150%。截至发稿,涨20.48%,报2港元,成交额4029.18万港元。

消息面上,俊知集团此前公告称,一季度收入约8.247亿元,同比增长50.3%;毛利约1.183亿元,同比增长92.7%。公司公告提到,电力缆、信号缆和光缆等主力产品在AIDC领域逐步获得客户认可,推动收入和毛利加速提升;同时,公司在稳定国内市场之外,也在积极拓展海外市场。

值得注意的是,俊知集团近日公告,附属预中标中国铁塔9.81亿元集采项目。中国铁塔为集团核心客户,该信号缆项目将直接推动国内5G建设及智算中心的发展。集团表示,随着AIDC建设的快速扩张,该业务板块有望成为驱动集团整体业务增长的核心引擎。

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