港股异动 | 森松国际(02155)再涨超7% 近日已获纳入沪、深港通标的名单 机构称行业毛利修复近年较高水平

智通财经
23 Sep 2024

智通财经APP获悉,森松国际(02155)再涨超7%。截至发稿,涨6.84%,报5港元,成交额4876.5万港元。

消息面上,森松国际此前发布公告,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。

华创证券发布研报称,在低基数的背景下,8月挖掘机出口同比首次转正。行业内对中挖预期出现改善,考虑到本轮下行周期中挖回调幅度更大,预计后续有望筑底反弹。华西证券指出,24H1十二家工程机械公司合并毛利率达25.4%,修复至近年较高水平,一方面由于企业积极出海,拉高整体毛利率,同时企业也在逐步提升自身的制造及运营效率。

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