Core Viewpoint - Eagle Precision (01286) has seen a stock price increase of 6.54%, currently trading at 5.05 HKD, with a trading volume of 11.97 million HKD, driven by accelerated overseas gas turbine expansion and anticipated demand for related components [2][5]. Industry Insights - Tianfeng Securities projects that global gas turbine supply will reach 87 GW by 2027, with a net increase of 26 GW, indicating a supply-demand gap compared to ENR's forecast of an average of over 100 GW annually from 2026 to 2035 [2][5]. - The firm believes that overseas gas turbine companies will need to continue expanding production after 2027, which is expected to benefit Chinese component manufacturers [2][5]. - Huaxi Securities also supports the view that leading domestic gas turbine technology companies will benefit from the overseas demand spillover, with orders likely to continue materializing [2][5]. Company Analysis - Eagle Precision is recognized as one of the top 10 global manufacturers of high-precision, complex, and high-performance castings and machined components [2][5]. - The company has a global production capacity, with its Mexico plant gradually ramping up output [2][5]. - A high proportion of Eagle Precision's revenue comes from overseas markets, with smooth tariff transmission to U.S. clients [2][5]. - The growing demand from sectors such as high-power engines and robotics is expected to enhance the company's performance potential [2][5].
鹰普精密午后涨超6% 机构看好鹰普精密等核心零部件供应商