HK Stock Market Move | MORIMATSU INTL (02155) rose more than 8%, expected to become the first year of AIDC for the company this year. Institutions are optimistic about the growth of new signed orders.

MORIMATSU INTL (02155) rose more than 8%, rising by 8.03% to HKD 8.74 as of press time, with a trading volume of HKD 182 million. On the news side, MORIMATSU INTL is a leader in the global modular factory and has established strategic partnerships with leading companies in industries such as pharmaceuticals, chemicals, daily chemicals, and power batteries. It is worth noting that the company has confirmed new orders totaling RMB 8.569 billion for the full year 2025, with a backlog of orders totaling RMB 8.572 billion. In addition, the company has proposed that 2026 is expected to become the company's AIDC first year, which is expected to provide new performance drivers for the company. Huatai's previous research report pointed out that looking ahead to 2026, relying solely on the new orders in hand for 2025, the bank expects the company's profit in 2026 to increase by 20% year-on-year. Considering the potential additional order contributions from the centralized construction of factories by European and American pharmaceutical companies in the second quarter of 2026, as well as AIDC and oil and gas photovoltaic businesses, they are optimistic about the growth of new orders in 2026.