港股异动 | 泉峰控股(02285)跌超11% 行业去库拖累业绩 大和降公司盈测及评级
泉峰控股(02285)跌超11%，截至发稿，跌11.2%，报18.56港元，成交额355.8万港元。
消息面上，泉峰控股2023年收入约13.75亿美元，同比减少30.9%；毛利约3.87亿美元，同比减少35.9%；公司权益股东应占亏损3713.7万美元，同比由盈转亏。方正证券指出，2023年公司业绩短期承压，主要系主要客户采取更为保守的库存政策导致收入下降；及产品开发、渠道拓展方面持续投入；计提存货减值拨备约4706万美元；联营公司亏损对公司利润端影响约1834万美元。
中金表示，公司终端销售良好，收入下滑受渠道去库影响明显。该行预计OPE行业2024年上半年需求仍然疲软，预计2024年2季度去库完成。往后看，由于OPE需求仍偏弱，补库周期的来临仍需观察。大和研报指出，将泉峰控股投资评级由“优于大市”下调至“持有”，将2024至2025年盈利预测下调40%至48%，主要由于该期间营运支出预测较高。
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