智通财经APP获悉，创科实业(00669)早盘涨超4%，截至发稿，涨4.46%，报105.3港元，成交额1.94亿港元。
消息面上，创科实业公布，就最近公布有关对墨西哥和加拿大潜在征收25%关税以及对中国征收10%关税，重申对公司成长和韧性的承诺，能够自信地适应川普政府颁布的潜在新关税。基于墨西哥和加拿大延期一个月的关税情况，考虑到缓解措施和潜在进一步行动后，预计对2025年财报仅有微不足道的影响。
摩根大通发布研究报告称，美国市场在2024年上半年占创科实业收入约75%，而创科的韧性关键在于其在供应链多元化方面的先行优势，以及可快速调整生产布局的营运弹性。该行表示，相信凭借强劲的资产负债表和积极的供应链重组，公司比以往任何时候都更有能力应对这些挑战。该行预期去年下半年公司利润同比升18%，同时自由现金流产生能力将增强，从而进一步降低资产负债表的杠杆率。
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