港股异动 | 先导智能(00470)午后涨超5% 公司再度实现BC全面屏串焊机批量交付 新兴业务实现高速突破

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智通财经APP获悉,先导智能(00470)午后涨超5%,截至发稿,涨4.9%,报28.26港元,成交额4565.83万港元。

消息面上,据先导智能官微消息,近日,公司再获交付突破,自主研发的BC全面屏串焊机顺利交付某全球光伏领域标杆企业。本次交付是先导智能时隔仅两个月,再度实现BC全面屏串焊机批量交付,短期内连续交付多家头部光伏企业客户。公司BC全面屏串焊机表现优异,累计出货规模突破10GW。

中金此前指出,先导智能1H26锂电池智能装备实现收入61.2 亿元,同比+34.66%,锂电池智能装备下游需求受动力和储能拉动,增长呈现加速趋势;在非锂电业务方面,新兴业务实现高速突破,3C智能装备收入同比增长40.67%,并切入钠电、SOFC、MLCC等设备环节进行延伸。

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