A股異動丨杭可科技(688006.SH)大漲逾9% 中標CATL4.8億大訂單
格隆匯4月21日丨杭可科技(688006.SH)大幅拉昇漲9.25%,報73.66元,成交額超2.3億元,總市值80億元。杭可科技20日發佈公吿稱,公司中標CATL4.8億大訂單。此外,杭可於2020年底中標國軒3.7億大訂單,以上訂單均表明杭可在國內客户拓展方面進展也非常順利。東吳證券表示,目前海外擴產尚未落地,杭可Q1訂單大部分來自國內客户,伴隨LG等海外龍頭擴產落地,預計季度新接訂單會環比加速。杭可科技作為LG後道設備一供,預計杭可的佔有率為70%,則對應着未來三年約60億元訂單。

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