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港股异动 | 泉峰控股(02285)现涨超6% 全年纯利由盈转亏 机构称下游渠道有望进入补库周期

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泉峰控股(02285)盈警后反涨逾6%,截至发稿,涨6.06%,报16.8港元,成交额1296.66万港元。

消息面上,泉峰控股将于3月27日发布业绩。公司发布盈警称,预期全年亏损约3500万美元至4000万美元,去年纯利约1.39亿美元。据悉,受全球通胀环境与去库存等因素影响,市场对于OPE行业2023年业绩普遍承压已有预期。

华西证券指出,考虑到海外工具渠道去库存尾声,下游渠道有望进入补库周期,美国降息预期下地产相关需求望迎复苏,国内相关公司有望迎来收入拐点;长期看,户外动力工具锂电化趋势下,相关锂电OPE公司份额有望持续提升,建议关注泉峰控股等。

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