港股异动|“商业航天第一股”拓璞数控涨近13%,上半年新签订合约价值同比显著增长

格隆汇
Aug 12
港股“商业航天第一股”拓璞数控(7688.HK)涨近13%,最高触及17.83港元。 消息面上,拓璞数控是中国领先的高端智能制造装备企业,核心产品为五轴数控机床。公司深耕五轴数控机床领域近二十年,产品广泛应用于C919大飞机蒙皮加工、长征系列火箭燃料箱制造等国家战略工程,在航空航天五轴数控机床领域树立了显著的先发优势。 拓璞数控上半年录得新签订合约价值约4.7亿元,主要由于航天相关项目所贡献的约4.04亿元,显著高于去年同期的新签订合约价值(总额约2.18亿元)。此外,公司积极提升股东回报,近期公告称拟在适当市况下行使H股购回授权,并于公开市场上购回公司已发行H股,总购回价不超过3亿港元。 富国基金经理曹璐迪表示,我国卫星互联网、商业航天等战略性新兴产业的长期发展趋势、政策支持力度以及下游需求确定性并未改变。随着市场情绪逐步消化,具备核心竞争力的优质标的价值或将再次受到关注。(格隆汇)

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