智通财经APP获悉，创科实业(00669)午后涨超3%，截至发稿，涨3.34%，报100.5港元，成交额2.61亿港元。
野村发布研报称，预计创科实业2024年下半年每股盈利将同比增逾15%，主要由于9月和10月飓风相关需求带来的增量销售；促销活动令2024年第四季出货量稳健增长；产品组合变化，毛利率持续扩大。展望2025年上半年，该行预计公司OPE有一些额外的补货需求；洛杉矶火灾事故也可能带来销售增量。
此外，招商证券近期发布研报称，工具企业龙头通过加速海外产能建设，基本在2025-2026年足以覆盖美国需求，结合短期备货发至仓库，足以应对风险。里昂表示，在贸易不确定性方面，创科已显著提高其供应链弹性。据悉，创科实业的海外产能布局涉及越南、墨西哥、美国，3个东南亚生产基地、5个欧洲生产基地和3个美国生产基地。
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