哈尔滨电气（01133.HK）今日盘中大涨5.60%，引起投资者广泛关注。
消息面上，哈尔滨电气于昨日晚间发布盈喜公告，预计2025年上半年归属于母公司所有者的净利润约为10.2亿元人民币，较上年同期的约5.23亿元大幅提升，同比增长约95%。公司表示，业绩大幅增长主要原因是公司2025年半年度营业收入规模较上年同期明显增长，同时深化提质增效工作取得积极成效，经营业务毛利率水平较上年同期有所提升。
分析人士认为，哈尔滨电气作为国内水电装备市场的主要参与者之一，可能会受益于近期国家大型水电项目的启动。日前，雅鲁藏布江下游水电工程正式开工，这标志着西藏水电开发提速。作为水电设备制造行业的重要企业，哈尔滨电气有望在未来的水电项目建设中获得更多订单，进一步提升公司的业绩表现。
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