智通财经APP获悉，康龙化成(03759)涨超3%，截至发稿，涨3.5%，报14.18港元，成交额2224.55万港元。
建银国际发布研报指出，2024年第四季度，康龙化成新订单表现强劲，初步业绩与该行预期相符，销售额同比增长6.9%-18.5%，达到32-35亿元。预计第四季度销售额处于预期区间较高水平，同比增长14.5%至34亿元，且第四季度项目交付量也有所上升。这一采购订单增速相比2024年上半年的25%有所提升，2024年前9个月则达到了30%。
该行续指，预计2025财年公司的增长驱动力将来自CMC服务业务。目前预计该业务2025财年销售额同比增长20%，低于2024年前9个月新订单30%的同比增长率。若2024年第四季度CMC服务业务能实现8%-10%的同比销售增长，公司可能存在重新估值的潜力。
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