港股异动 | 泉峰控股(02285)现涨超4% 公司为高端锂电OPE领导者 未来有望受惠美国房地产复苏
泉峰控股(02285)现涨超4%，截至发稿，涨5.03%，报20.9港元，成交额1407.75万港元。
天风证券表示，户外动力设备(OPE)行业长坡厚雪，锂电OPE以对标燃油的成熟产品力和持续降本的经济性持续渗透，中国厂商背靠国内锂电产业优势迎来发展机遇。伴随海外库存逐渐去化，该行建议关注泉峰控股，公司为高端锂电OPE领导者，与劳氏深度合作后份额突起，再获JohnDeere等大客户认可。
国泰君安表示，渠道去库存的进程比此前预期要慢，但观察到渠道去库存压力逐渐缓解的迹象。随着美国通胀水平和抵押贷款利率下降，美国房地产市场有望复苏，从而推动美国市场对工具产品的需求。广发证券则表示，公司作为OPE行业龙头，有望受益未来北美降息通道开启后的需求复苏。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.