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Euroz Hartleys表示,Duratec赢得价值2.81亿澳元的HMAS Stirling防务项目,提升了该项目的透明度。

-- 据 Euroz Hartleys 周三发布的一份报告显示,Duratec(ASX:DUR)通过其与 Ertech 各占 50% 股份的合资企业,在西澳大利亚的 HMAS Stirling 基地获得了一份价值 2.81 亿澳元的国防基础设施合同。此举增强了 Duratec 的订单可见性,并巩固了其在 AUKUS 潜艇相关基础设施交付领域的地位。 该合同将对花园岛的 Diamantina 码头进行升级改造,使其具备 AUKUS 潜艇的作业能力。在前期投入 1400 万澳元后,总投资额将略低于 3 亿澳元。从早期承包商参与 (ECI) 到全面竣工,预计交付周期约为 24 个月。 Duratec 表示,此次中标是一项重要的国防合同,验证了其以早期承包商参与为主导的交付模式,提高了未来两年的订单可见性,并增强了其在国防基础设施领域的布局,从而支持其中期盈利增长。 该公司将此次中标视为积极的催化剂,增强了其对全年强劲项目储备的信心,并证明了公司将机遇转化为合同的能力。公司在多个州拥有大量基础设施和外墙工程项目。 Euroz Hartleys维持对Duratec的“买入”评级,并将目标价从2.57澳元上调至3.09澳元。

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