DRINDA

海南钧达新能源今日收跌 4.9% 至 15.68 港元，连续第二日下跌，主要受前期大涨后获利回吐及大盘弱势拖累，尽管 Q1 扭亏为盈。上午盘初冲高至 16.78 港元后持续回落，午后跌幅扩大，最低触及 15.52 港元，尾盘报收 15.66 港元。公司 Q1 净利润 1606 万港元，同比扭亏，但营收同比下滑 4.34%，盈利能力仍显薄弱；当前股价距 52 周高点 52.6 港元回撤 70%，且低于 MA20（18.12 港元）和 MA60（27.77 港元），价格位置偏弱。不过，今日盘中曾出现约 6% 的涨幅，显示市场对公司海外审计师变更及扭亏消息仍存一定乐观情绪。

Hainan Drinda (2865.HK) closed the morning session 5.12% lower at HKD 16.13, dragged by a massive Q4 2025 net loss of approximately HKD 1.11 billion (EPS -344.78% YoY) and persistent revenue contraction. Although Q1 2026 returned to a profit of HKD 0.0567 per share (+111.51% YoY), revenue still fell 4.34% YoY. The stock now trades 69.33% below its 52-week high of HKD 52.60 and sits well below both the 20-day MA (HKD 18.564) and 60-day MA (HKD 28.305), reflecting lingering technical weakness. However, the price briefly rose to HKD 16.84 intraday, suggesting some speculative interest in the Q1 earnings recovery before selling pressure resumed.

2865.HK (Junda New Energy) surged over 5% in the morning session today, reaching HKD 17.63 by 10:10 BJ, driven by a combination of news catalysts and Q1 earnings recovery. The stock vaulted from the day's low of HKD 16.95 to a high of HKD 17.63, after the company's earlier announcement of a switch in overseas auditor and a swing to a net profit of HKD 16.06 million in Q1 2026 (vs. a loss of HKD 1.11 billion in Q4 2025). EPS grew 111.51% YoY and net profit margin improved to 0.84%, though revenue still shrank 4.34% YoY. Despite the rebound, the stock trades 66.48% below its 52-week high of HKD 52.60, is down 19.86% YTD, and remains below both the 20-day (HKD 18.854) and 60-day (HKD 28.57) moving averages, indicating a still-fragile technical position. With a market cap of about HKD 5.49 billion and a PB of 1.20x, the market is pricing in uncertainty around the sustainability of the profit recovery.

Hainan Drinda New Energy (2865.HK) surged and then traded at elevated levels during the morning session, last at HK$17.06 as of 10:01 BJT, up 4.79% from the previous close of HK$16.28, with an intraday high of HK$17.06 and low of HK$16.29, a range of about 4.7% and turnover exceeding HK$23.37 million. The rally was driven by its Q1 2026 results, which showed a net profit turnaround of 114.16% YoY to HK$16.06 million, EPS turning positive to HK$0.0567, and operating profit surging 643.23% YoY, though revenue still edged down 4.34% YoY. However, the stock remains deeply below its 52-week high of HK$52.6 by 67.55%, and has only rebounded 14.18% from its 52-week low of HK$14.95, while trading well below its MA20 (HK$19.1) and MA60 (HK$28.789), though its PB ratio stands at just 1.17x.

Hainan Drinda (2865.HK) plunged sharply at the morning session open, dropping over 15% intraday, driven by disappointing financial results and intensified competition. Q1 2026 revenue fell 4.34% YoY to HKD 1.92 billion, though net profit turned positive at HKD 16.06 million (up 114.16% YoY), contrasting with a net loss of HKD 1.11 billion in Q4 2025. The stock traded at HKD 16.23, 69.14% below its 52-week high of HKD 52.60, and well below both the 20-day MA (HKD 19.736) and 60-day MA (HKD 29.295). However, the net profit margin improved to 0.84% and operating profit surged 643% YoY in Q1, signaling a potential turnaround.