Workflow
MORIMATSU INTL(02155)
icon
Search documents
港股异动 森松国际(02155)现涨超8% 制药装备周期修复 公司为全球高端压力设备龙头
Jin Rong Jie· 2025-12-19 04:57
开源证券发布研报称,森松国际作为全球高端压力设备龙头,受益制药行业CAPEX复苏及海外MNC扩 产需求,新签订单快速增长,马来西亚二期产能释放缩短工程周期,叠加收购法玛度、比欧强化生物制 药能力,"MVP"数智化解决方案驱动业绩高速增长。 本文源自:智通财经网 智通财经获悉,森松国际(02155)现涨超8%,截至发稿,涨7.97%,报9.08港元,成交额2242.05万港 元。 信达证券发布研报称,国内内卷自2024年下半年起回归理性,毛利率逐步修复到合理水平,随着创新药 投融资回暖、BD交易频发驱动,CMO复苏,逐步传导至制药装备行业,有望实现周期反转;受益于全 球战略安全备份+MNC药企纷纷承诺美国政府本土的投资,预计未来3年制药领域海外固定资产开支加 速上行。 ...
森松国际(02155.HK)一度涨超8%
Xin Lang Cai Jing· 2025-12-19 03:56
每经AI快讯,森松国际(02155.HK)一度涨超8%,截至发稿涨7.97%,报9.08港元,成交额2242.05万港 元。 每经AI快讯,森松国际(02155.HK)一度涨超8%,截至发稿涨7.97%,报9.08港元,成交额2242.05万港 元。 ...
森松国际现涨超8% 制药装备周期修复 公司为全球高端压力设备龙头
Zhi Tong Cai Jing· 2025-12-19 03:53
信达证券(601059)发布研报称,国内内卷自2024年下半年起回归理性,毛利率逐步修复到合理水平, 随着创新药投融资回暖、BD交易频发驱动,CMO复苏,逐步传导至制药装备行业,有望实现周期反 转;受益于全球战略安全备份+MNC药企纷纷承诺美国政府本土的投资,预计未来3年制药领域海外固 定资产开支加速上行。 森松国际(02155)现涨超8%,截至发稿,涨7.97%,报9.08港元,成交额2242.05万港元。 开源证券发布研报称,森松国际作为全球高端压力设备龙头,受益制药行业CAPEX复苏及海外MNC扩 产需求,新签订单快速增长,马来西亚二期产能释放缩短工程周期,叠加收购法玛度、比欧强化生物制 药能力,"MVP"数智化解决方案驱动业绩高速增长。 ...
港股异动 | 森松国际(02155)现涨超8% 制药装备周期修复 公司为全球高端压力设备龙头
智通财经网· 2025-12-19 03:48
开源证券发布研报称,森松国际作为全球高端压力设备龙头,受益制药行业CAPEX复苏及海外MNC扩 产需求,新签订单快速增长,马来西亚二期产能释放缩短工程周期,叠加收购法玛度、比欧强化生物制 药能力,"MVP"数智化解决方案驱动业绩高速增长。 信达证券发布研报称,国内内卷自2024年下半年起回归理性,毛利率逐步修复到合理水平,随着创新药 投融资回暖、BD交易频发驱动,CMO复苏,逐步传导至制药装备行业,有望实现周期反转;受益于全 球战略安全备份+MNC药企纷纷承诺美国政府本土的投资,预计未来3年制药领域海外固定资产开支加 速上行。 智通财经APP获悉,森松国际(02155)现涨超8%,截至发稿,涨7.97%,报9.08港元,成交额2242.05万港 元。 ...
森松国际(02155.HK):12月18日南向资金减持16.2万股
Sou Hu Cai Jing· 2025-12-18 19:28
| 交易日 | 持股总数(股) | 持股变动(股) | 变动幅度 | | --- | --- | --- | --- | | 2025-12-18 | 1.91亿 | -16.20万 | -0.08% | | 2025-12-17 | 2761 | 51.90万 | 0.27% | | 2025-12-16 | 2706"T | -38.30万 | -0.20% | | 2025-12-15 | 1.91亿 | -41.20万 | -0.22% | | 2025-12-12 | 1.91亿 | 17.00万 | 0.09% | 证券之星消息,12月18日南向资金减持16.2万股森松国际(02155.HK)。近5个交易日中,获南向资金 减持的有3天,累计净减持26.8万股。近20个交易日中,获南向资金减持的有14天,累计净减持869.2万 股。截至目前,南向资金持有森松国际(02155.HK)1.91亿股,占公司已发行普通股的15.3%。 森松国际控股有限公司是一家主要从事压力设备的制造及提供综合压力设备解决方案的公司。该公司的 主要产品包括传统压力设备及模块化压力设备。传统压力设备包括换热器、容器、反应器和塔 ...
森松国际(02155) - 有关租赁协议的关连交易
2025-12-12 08:30
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確 性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 Morimatsu International Holdings Company Limited 森松國際控股有限公司 ( 於 香 港 註 冊 成 立 的 有 限 公 司 ) (股 份 代 號:2155) 有關租賃協議的 關連交易 根據上市規則第14.07條,本公司根據租賃協議確認的使用權資產估計價值的 最高適用百分比率超過0.1%但全部適用百分比率均低於5%,故訂立租賃協 議須遵守上市規則第14A章項下的申報及公告規定,惟獲豁免遵守通函(包括 獨立財務意見)及股東批准規定。 – 1 – 租賃協議 於2025年12月12日,本公司的附屬公司森松重工(作為承租人)與森松化工(作 為出租人)訂立租賃協議,據此,森松化工同意在租期內向森松重工租賃物業。 租賃協議的主要條款概述如下: 租賃協議 於2025年12月12日,本公司的附屬公司森松重工(作為承租人)與森松化工(作 為出租人)訂立租賃協議,據此,森松化工 ...
森松国际(02155.HK):12月11日南向资金减持260.7万股
Sou Hu Cai Jing· 2025-12-11 19:31
Group 1 - The core point of the news is that Southbound funds have reduced their holdings in Sensong International (02155.HK) by 2.607 million shares on December 11, 2025, marking a total net reduction of 5.538 million shares over the last five trading days and 8.062 million shares over the last twenty trading days [1][2] - As of now, Southbound funds hold 191 million shares of Sensong International, which accounts for 15.32% of the company's total issued ordinary shares [1][2] - The trading data indicates fluctuations in shareholding, with a decrease of 1.35% on December 11, 2025, following a slight increase of 0.32% on December 10, 2025, and a decrease of 1.10% on December 8, 2025 [2] Group 2 - Sensong International Holdings Limited primarily engages in the manufacturing of pressure equipment and provides comprehensive pressure equipment solutions [2] - The company's main products include traditional pressure equipment such as heat exchangers, vessels, reactors, and towers, as well as modular pressure equipment including process modules and modular plants [2] - Sensong International also offers value-added services such as design, validation, and maintenance of pressure equipment, operating in both domestic and overseas markets [2]
森松国际(02155.HK):12月9日南向资金增持22.4万股
Sou Hu Cai Jing· 2025-12-09 19:26
Group 1 - The core viewpoint of the article highlights the recent trading activity of Southbound funds in relation to Sensong International (02155.HK), indicating a net reduction in holdings over the past trading days [1] - Over the last 5 trading days, Southbound funds have reduced their holdings for 4 days, resulting in a total net reduction of 4.178 million shares [1] - In the last 20 trading days, there have been 12 days of net reductions, totaling 3.822 million shares [1] Group 2 - As of now, Southbound funds hold 193 million shares of Sensong International, which represents 15.48% of the company's total issued ordinary shares [1] - Sensong International Holdings Limited primarily engages in the manufacturing of pressure equipment and provides comprehensive pressure equipment solutions [1] - The company's main products include traditional pressure equipment such as heat exchangers, vessels, reactors, and towers, as well as modular pressure equipment like process modules and modular plants [1]
森松国际(02155.HK):12月1日南向资金减持47.2万股
Sou Hu Cai Jing· 2025-12-01 19:25
Group 1 - The core point of the news is that Southbound funds have reduced their holdings in Sensong International (02155.HK) by 472,000 shares on December 1, 2025, marking a trend of net reductions over the past trading days [1] - Over the last five trading days, Southbound funds have reduced their holdings for four days, with a total net reduction of 1.807 million shares [1] - In the last twenty trading days, there were twelve days of net increases in holdings, totaling 2.258 million shares [1] Group 2 - As of now, Southbound funds hold 198 million shares of Sensong International, which represents 15.88% of the company's total issued ordinary shares [1] - Sensong International Holdings Limited primarily engages in the manufacturing of pressure equipment and provides comprehensive pressure equipment solutions [2] - The company's main products include traditional pressure equipment such as heat exchangers, vessels, reactors, and towers, as well as modular pressure equipment like process modules and modular plants [2]
森松国际(02155) - 截至2025年11月30日止月份之股份发行人的证劵变动月报表
2025-12-01 08:36
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年11月30日 | 狀態: 新提交 | | --- | --- | --- | | 致:香港交易及結算所有限公司 | | | | 公司名稱: | 森松國際控股有限公司 | | | 呈交日期: | 2025年12月1日 | | | I. 法定/註冊股本變動 不適用 | | | | 備註: | | | | 因森松國際控股有限公司("本公司")是於香港註冊成立的公司, "法定股本"之概念不適用於本公司。 | | | FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02155 | 說明 | | | | | | | | | 已發行股份(不包括庫存股份)數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 1,245,419,000 | | 0 ...