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港股异动 | 海天国际(01882)涨超5% 机构称內地通用设备行业已触底

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海天国际(01882)涨超5%,截至发稿,涨5.67%,报17.16港元,成交额679万港元。

消息面上,日前,海天国际全资子公司海天塑机集团与其家电行业线重要客户青岛海信模具有限公司在宁波海天总部隆重举行战略合作框架协议签约仪式。海天国际表示,当前我国在全球消费电子和家用电器市场中占据重要地位,公司将通过技术支持和完善的售后服务,为家电制造提供全套解决方案,助力海信家电实现高端制造,推动家电产业不断升级。

摩根士丹利指出,内地自动化及通用设备行业已经触底,但在2024年难以见到转折点,该行较看好能够持续做到本土化、对新能源敞口较小、能够扩大业务范围,并能抓住海外机会,在国内和全球都取得市场份额的领导企业。该行表示,予增持海天国际,基于传统行业复苏及海外增长。

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