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港股異動 | 東江環保AH大漲 機構指疫情過後醫廢處置將面臨補短板升級
格隆匯 02-27 13:25
格隆匯2月27日丨東江環保(0895.HK)放量大漲15.72%,報7.14港元,暫成交3741.7萬港元,最新總市值62.8億港元;公司A股大漲8.7%,報10.94元。華西證券指,醫廢處置方面,在疫情過後一定會得到中央及各主管部委重視,也必定會在疫情過去後得到快速補齊。目前統計到的醫廢運營規模較大的上市公司包括潤邦股份、啟迪環境、東江環保和高能環境,其合計的在運權益產能分別為2.7萬噸/年、1.53萬噸/年、1.76萬噸/年和0.49萬噸/年。從能夠看到的公開盈利數據看,毛利率多集中在40-60%之間,淨利率有些可達30-40%,行業利潤率較高,盈利能力強。行業變革值得持續關注,受益公司包括產能較大的潤邦股份、啟迪環境、東江環保和高能環境。
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