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升勢持續!安能物流(9956.HK)盤初逆勢升超1%
格隆匯 06-27 10:07
繼昨日盤中升超5%創逾10個月新高後,安能物流(9956.HK)今日繼續逆勢上升,盤初一度升1.31%至6.98港元,安能物流近期走勢明顯好於大盤以及港股公路與鐵路運輸板塊。該股自6月20日啟動上升以來,至今累計最大升幅約15%。據安能物流一季報顯示,1-3月份公司實現營業收入23.78億元,同比增長15.2%;零擔貨運總量實現288萬噸,同比增長21.7%;毛利率達16.1%;經調整淨利潤2.09億元,同比激增173.9%。安能物流日前發佈股份回購公吿,披露截至今年6月13日,今年以來公司已回購約300萬股股份,共計花費自有閒置資金約1400萬港元。同時,公吿還披露,公司擬進一步回購市場股份,2024年年度回購總金額預計不超過1.5億港元。國海證券在近日研報中指出,2023年以來安能物流產品競爭力不斷提升,時效、品質、服務等方面的優化帶動貨量穩定增長,同時盈利能力亦不斷改善,業績有望持續釋放。研報認為,公司作為國內加盟制快運龍頭企業,中短期來看戰略調整、管理改善成效初步顯現,中長期來看有望受益於零擔加速滲透帶來的成長空間,維持“買入”評級。

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