港股异动 | 易控智驾(07687)早盘涨近5% 公司与哈萨克斯坦矿业冶金协会签署合作备忘录

智通财经
Sep 22

智通财经APP获悉,易控智驾(07687)早盘涨近5%。截至发稿,涨4.93%,报78.7港元。

消息面上,近日,2026中国—中亚矿山技术装备采购对接会在哈萨克斯坦阿斯塔纳举行。活动期间,易控智驾与哈萨克斯坦矿业冶金协会签署了合作备忘录。双方将围绕信息共享、行业推广、业务交流、专业咨询及协会活动参与等方面开展合作。协会将发挥会员网络和行业平台优势,协助易控智驾向会员企业及相关方介绍矿区无人驾驶产品和解决方案,拓展与当地矿业企业的交流渠道。

中信建投发布研报称,易控智驾作为矿山无人驾驶领域的头部玩家,已覆盖38座矿山,截至H1在运行无人矿卡超3100台,并持续向金属矿、海外市场拓展。公司澳洲首个项目已进入真实生产环境,海外“AI司机”收费高于国内,有望打开高毛利增长空间。随着H2递延订单释放及矿山规模持续扩张,公司收入及盈利能力有望持续改善。

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