港股异动|中集安瑞科高开5.59%中期净利升24.2%
格隆汇8月23日丨中集安瑞科(03899.HK)高开5.59%,报5.1港元,成交17.34万港元,总市值102亿港元。中集安瑞科昨日公布中期业绩,公司实现收益65.84亿元人民币(单位下同),同比增加16.5%;股东应占溢利3.83亿元,同比增长24.2%;每股基本盈利0.196元,不派息。集团主要从事广泛用于清洁能源、化工环境及液态食品三个行业的各类型运输、储存及加工装备的设计、开发、制造、工程、销售及运作,并提供有关技术保养服务。瑞银此前发布研报称,市场低估了用于运输和储存的液化天然气(LNG)设备需求上升潜力。中集安瑞科自4月中旬以来股价累跌约40%,摩根大通认为,这部分反映了内地政府或对油气分销商回报设限的风险,这或打击油气储存设备需求。不过,摩通认为,内地天然气接驳费政策料温和,以促进内地天然气渗透率,中集安瑞科现估值具吸引力。
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