智通财经APP获悉，东江集团控股(02283)涨超10%，截至发稿，涨10.5%，报2.42港元，成交额1235.81万港元。
消息面上，招银国际此前研报指出，持续看好公司2024年下半年的业务景气度、新客户新订单放量以及各个下游业务线收入及利润率回升。在消费电子及可穿戴下游方面，Meta AR、SONOS耳机、Insta360运动相机等产品订单驱动相关业务板块收入增长，Polycom通讯客户需求显著提升。公司在手现金充盈，于2023年偿还了大部分银行贷款，财务情况稳健。公司在FY23发放了特别股息，如无特别投资和收并购计划，公司有望在FY24依然维持较高的股息支付比率。
今年上半年，公司收入约10.07亿港元，同比增长17.68%；净利7974.2万港元，同比增长45.78%。公司模具制作业务稳健增长，注塑组件制造业务出现强劲反弹，其中下游行业手机及可穿戴设备、商业通讯设备板块更有亮眼表现。华福证券认为，消费电子正处在短期企稳回暖、AI带动行业创新周期来临和巨头新品催化不断的三重拐点，看好AI率先落地手机等成熟消费电子产品，带动量价齐升，同时AI将加速新硬件形态探索。
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