行情未完待續?15天9板大龍頭獲“意外之財”,影響淨利潤1.26億元
萬億項目雅江水電站啓動,新藏鐵路有限公司成立,基建相關個股紛紛被引爆。
今日,山河智能股價一度漲停,實現15天9板,創下近十年新高。
不過,隨後炸板回落,最終收漲3.29%,報17.9元/股,總市值爲192.4億元。
自7月21日以來的16個交易日內,山河智能的股價多次漲停,至今累計漲幅超123%。

意外收穫1.64億元
盤後,山河智能公告,全資子公司AVMAX收到保險賠付款2296.51美元,折算人民幣1.64億元,扣稅後對公司淨利潤產生1.26億元影響,佔上一年度經審計歸母淨利潤的172.92%。

據悉,AVMAX主營飛機租賃、銷售、零配件供應、維修維護、包機服務、
航空電子、工程技術支持等航空業務。
該公司曾租賃給俄羅斯客戶3架飛機,後因地緣政治衝突,無法成功回收。
爲此,飛機承保人(含主承保人Liberty Group及其他承保商)不得不向AVMAX賠款。
山河智能表示,AVMAX前期已對此三架飛機全額計提減值,本次賠款爲意外賠款,不具有持續性,爲非經常性損益。
業績保持高增長
分析來看,山河智能的股價大漲主要受雅下水電工程開工刺激。
該項目總投資達1.2萬億,採用“截彎取直、隧洞引水”開發模式,對隧道掘進設備(TBM)和超深樁基機械形成剛需。
據介紹,雅江水電工程的開工儀式現場有一臺超深振衝鑽機爲山河智能研製的設備。
山河智能還表示,公司屬於設備供應商,未來將會積極參與水電站建設施工單位的設備採購競標。
此外,山河智能還疊加軍工和低空經濟概念,被市場視爲"雅下水電+軍工+機器人"多題材龍頭。
迴歸基本面,山河智能近兩年的業績表現不錯,淨利潤連續保持高增長。
2023年、2024年,山河智能分別實現淨利潤4998.69萬元、7299.56萬元,同比增長104.59%、46.03%。
今年一季度,山河智能實現營收15.13億元,同比下降8.96%;淨利潤爲3245.95萬元,同比增長57.31%。

股價大漲後,山河智能的股東人數激增。
截止8月8日,山河智能最新的股東人數爲245046人,較上期(07月31日)增加66870戶,環比增長37.53%。
從持倉來看,山河智能人均持倉4377股,上期人均持倉爲6020股,環比下降27.29%,戶均持股趨向分散。
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