A股異動 | 海螺水泥漲超8% 擬收購新能源公司打造產業升級
格隆匯8月31日丨今早A股海螺水泥(600585.SH)盤中一度上漲8.26%至40.48元,港股海螺水泥(0914.HK) 漲5.25%至42.1港元,最新總市值超2000億元。海螺水泥2021年8月30日發佈公吿,公司與海螺投資公司簽訂了股權轉讓協議,約定由公司收購其持有的海螺新能源公司100%股權,總代價為人民幣44,321.06萬元。該收購事項完成後,海螺新能源公司將成為公司的全資附屬公司。海螺新能源公司主要經營光伏發電等業務,可以為本集團水泥生產提供電力支持,並有利於打造新的產業增長級。華創證券昨日發佈研報稱公司作為行業龍頭,進一步擴張規模、拓展產業鏈佈局,競爭優勢有望進一步加固,給予公司 2021 年 9 倍 PE 估值,維持目標價至 61.5 元,維持“推薦”評級。


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