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港股異動 | 三一國際漲逾4%創逾7年半新高 與三一集團設合營拓展業務
格隆匯 01-03 11:11
格隆匯1月3日丨三一國際(0631.HK)昨日收漲4.69%,今日續漲,盤中高見4.68港元,創2012年6月以來逾7年半新高。現報4.64港元,漲4.04%,暫成交2899萬港元,最新總市值143.9億港元。三一國際12月初曾公佈與三一集團設合營以開展自動化及智能化裝備業務;12月18日再次發公告稱,與三一集團訂立總銷售代理協議,固定年期為截至2022年12月31日止三個年度。招商證券近日發研報稱,三一國際與三一集團分別以65%/35%的出資比率成立合營公司三一機械智能,將有助於提升公司現有產品線的競爭力;公司加大自動化研發短期將提升研發成本,但利好公司長期發展。此外,三一國際在研發能力和研發投入上都遠超寬體車同業,預計三一國際在寬體車市場的長期佔有率將在40%左右。維持其“買入”評級,上調目標價至5.47港元。
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