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港股异动 | 海天国际(01882)涨超7% 海外销售大幅增长 开年以来公司订单高增

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海天国际(01882)涨超7%,高见23.3港元创去年2月以来新高。截至发稿,涨7.01%,报22.9港元,成交额3593.71万港元。

消息面上,海天国际近日公布2023年止年度业绩,收入130.69亿人民币,同比增加6.2%;纯利24.92亿元,同比增长10%。第二期中期息派66港仙,上年同期派55港仙。此外,公司在欧洲、北美和东南亚等关键市场的销售同比大幅增长,海外销售额达到51.52亿元,同比增长17.3%。

中金指出,公司公开业绩会表示,24Q1订单持续23年下半年复苏回升的态势,1、2月订单同比双位数增长,并观察到3月的订单情况或是近15-20个月以来最好的单月水平。截至3月18 日,公司3月的订单数据已经超过了去年全年的月均水平。此外,去年年中以来景气见底回升,以旧换新政策长期利好。该行认为公司兼具中短期景气回升与长期战略、政策的推动。

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