异动解读 | 哈尔滨电气斩获400亿美元海外大单,股价盘中暴涨5.17%

异动解读
Sep 03, 2025

哈尔滨电气(01133)今日盘中大涨5.17%,引发市场广泛关注。截至盘中14:00,该股报价已创下近期新高。

消息面上,阿布扎比国家能源公司(TAQA)今日发布公告称,TAQA、JERA和AlBawani宣布Rumah 2和Al Nairyah 2电厂项目财务完成。公告显示,哈尔滨电气国际有限公司与中铁十九局集团有限公司组成的联合体获得了该项目的EPC(工程总承包)合同。这一重大利好消息成为推动哈尔滨电气股价大涨的主要原因。

据悉,Rumah 2和Al Nairyah 2电厂项目总投资高达40亿美元(约合人民币290亿元),将为沙特阿拉伯新增3.6吉瓦的电力产能。这一大型海外项目的获得,不仅彰显了哈尔滨电气在国际市场上的竞争力,还将为公司带来可观的收入和利润。分析人士认为,随着"一带一路"倡议的深入推进,哈尔滨电气有望在海外电力市场获得更多订单,为公司长期发展注入新的动力。

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