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覆盤暴升超918%,港股又現“大牛股”!
格隆匯 07-16 18:03

威雅利今日復牌,盤中一度飆升918.4%至33.2港元,股價創歷史新高,最終收升288.34%,成交額2173.34萬港元,最新市值13億港元。

這場資本狂歡的導火索,是公司前一日公吿宣佈完成1500萬股新股增發,使公眾持股比例從不足15%恢復到25.06%,達到復牌條件。

停牌前,威雅利的公眾持股量僅1073.63萬股,佔當時總股本約12%。此次增發1500萬股後,流通股增至2573.63萬股。

按停牌價3.26港元計算,自由流通市值僅8380萬港元——這在機構林立的港股市場堪稱“袖珍盤”。如此小的流通盤,只需少量資金就能撬動股價。

資料顯示,威雅利主要從事電子組件的經銷,並配套工程解決方案。集團的產品應用於工業、影音、電訊、家電、照明、產品應用行業及汽車等多個產業領域。

其所屬的電子元器件分銷行業表現亮眼。

Wind數據顯示,電子設備、儀器和元件指數近一月升幅達11.14%,行業景氣度提升也為威雅利復牌後的上升創造了有利環境。作為細分領域的分銷商,威雅利存在明顯的估值修復空間。

此外,控股股東背景也帶來協同效應預期。

威雅利是A股上市公司雅創電子的控股子公司,後者通過全資子公司香港台信持有威雅利74.94%股份。

雅創電子在汽車電子領域的佈局,特別是其自研電源管理芯片已通過車規級認證並實現批量裝車,為威雅利未來的業務協同提供了想象空間。

財務數據方面,近5年的數據來看,威雅利的營業收入在2021年達到最高點35.59億港元,隨後逐年下降,至2024年降至26.66億港元。

淨利潤方面,2020年和2024年均為負值,分別虧損7255.3萬港元和1.69億港元,2021年至2023年則保持盈利狀態,其中2021年淨利潤最高,為9248.3萬港元。

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