智通财经APP获悉，力劲科技(00558)再涨近10%，截至发稿，涨7.33%，报3.22港元，成交额7918.81万港元。
消息面上，2月15日，广汽集团旗下广汽荻原数字化新工厂开工。公开资料显示，该项目总投资超12亿元，分两期建设，将于2026年投产，其中二期聚焦模块化一体式压铸技术突破，规划10月建成10万台套前机舱、后地板压铸件产线，填补广汽集团技术空白，为广汽旗下自主品牌昊铂、传祺、埃安的车型提供轻量化解决方案。
国泰君安国际去年底曾发布研报称，力劲科技2025财年上半年的压铸业务承压，主要因为公司下游客户面临国际政策风险。此外，公司的主要客户特斯拉、华为和小鹏最近在自动驾驶技术方面的发展可能会增加对其汽车的需求，从而增加对压铸机的需求。鉴于风险现在已经降低，加上有利的技术环境，预计压铸机需求的反弹将持续到2025财年下半年，并可能持续到2026财年。
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