港股异动 | 中际旭创(03308)绩后跌超11% 二季度纯利环比增长38% 资本开支高增或延续至明年

智通财经
8 hours ago

智通财经APP获悉,中际旭创(03308)AH绩后齐跌,截至发稿,A股跌超7%,H股跌11.05%,报1014港元,成交额8.31亿港元。

消息面上,中际旭创发布业绩,上半年实现营业收入417.78亿元,同比增长182.49%;归属于上市公司股东净利润136.51亿元,同比增长241.7%。据悉,今年第一季度,公司净利润57.35亿元,据此计算,第二季度净利润79.16亿元,环比增长38%。

中际旭创8月23日在机构电话会议上表示,目前主要客户已给出2027年指引和订单,2027年1.6T和800G订单需求相较2026年仍保持快速增长;公司的目标是保持毛利率在较高水平并希望实现小幅增长,大幅提升不符合行业特点。此外,公司多处厂房在扩建,令二季度资本开支增长,预计到明年资本开支都会比较大。

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