智通财经APP获悉，森松国际(02155)涨超4%，近一个月股价累计涨超五成。截至发稿，涨4.3%，报10.91港元，成交额1.68亿港元。
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，也拓展至数据中心、新能源、半导体等细分领域。华泰证券此前研报指出，公司重要增量催化为美国制造业回流逻辑下的医药+潜在AIDC项目确认。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。
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