智通财经APP获悉,上海电气(02727)午后涨超6%,截至发稿,涨4.23%,报3.21港元,成交额6.14亿港元。
消息面上,上海电气此前发布盈喜,经财务部门初步测算,预计公司2024年度归母净利润为6.8亿元至8.1亿元,同比增加138%到184%。财报预增主要由于毛利额及毛利率有所上升;优化债务结构、经营性现金流进一步改善,财务费用有所下降。
值得注意的是,2024年10月,上海电气宣布,全资子公司自动化集团拟以现金方式收购电气控股持有的宁笙实业100%股权。宁笙实业为工业机器人相关业务的持股管理平台,持有发那科机器人50%股权和发那科国贸25%股权。而发那科机器人,是宁笙实业跟日本发那科合资的公司。发那科是全球最大的专业数控系统生产厂商,提供工业机器人以及工厂自动化解决方案。
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