智通财经APP获悉,海天国际(01882)午后涨超4%,截至发稿,涨3.32%,报23.35港元,成交额3958.26万港元。
国泰君安指出,中国的货币政策和就业政策使大消费环境有所改善,带动了对注塑型机的需求。该行指出,8月,中国海关总署报告称,注塑机出口额达到人民币14.13亿元的历史新高,同比增长31.5%。2018-2023年期间,海天国际占注塑机出口比例稳定在43.1%。因此,我们预计海天国际的海外销售在未来一段时间将保持增长势头。
国联证券指出,国内注塑机约80%应用于通用塑料、汽车、家电三大领域,且行业集中度高,CR3约60%;注塑机出口进入新增长阶段,贸易顺差持续扩大;2023年全球注塑机市场规模约850亿元,中国全球市场份额约32%,海外市场空间广阔;后续随国内下游需求回暖,出口持续拓展,注塑机龙头业绩有望迎来高速成长期。
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