港股异动 | 森松国际(02155)尾盘涨超10% 公司为全球模块化工厂领导者 今年将成公司AIDC元年

智通财经
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智通财经APP获悉,森松国际(02155)尾盘涨超10%,截至发稿,涨9.97%,报7.83港元,成交额6607.47万港元。

公开资料显示,森松国际是全球模块化工厂的领导者。公司承接订单主要来源于制药、化工、日化、动力电池、油气炼化及电子化学品等多个行业,近期也拓展至数据中心、新能源、半导体等细分领域。据悉,公司提出26年有望成为公司AIDC元年,为公司提供新的业绩驱动。

华泰证券此前发布研报称,展望26年,仅背靠25年在手新签数据,预计公司26年利润20%同比增速。而考虑2Q26后欧美药企美国集中建厂、AIDC及油气光伏等业务潜在额外订单贡献,看好26年新签订单正增长,维持“买入”。

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