智通财经APP获悉,森松国际(02155)涨超3%,截至发稿,涨3.03%,报3.74港元,成交额384.17万港元。
消息面上,森松国际发布公告,根据上海证券交易所于2024年9月9日发布的《关于沪港通下港股通标的调整的通知》及深圳证券交易所于2024年9月9日发布的《关于深港通下的港股通标的证券名单调整的公告》,公司股份已分别获纳入沪港通及深港通标的证券名单,均自2024年9月10日起生效。
中金指出,上半年公司新签订单31.64 亿元,同比-35.7%、环比+10%,同比下滑主要系去年上半年基数较高,环比呈现改善趋势,海外订单占比达76%,相比收入中海外占比56%进一步提升;模块化订单占比73%,较收入中占比64%进一步提升。分行业来看,日化、动力电池、油气炼化环比均有较好增长。展望下半年,公司认为国内订单有望回暖。该行认为,公司进入恒生综合指数及港股通指数,流动性有望改善。
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