【花旗:料东方电气(01072.HK)就雅下项目取得最多540亿人民币新订单 评级“买入” 目标价13.6港元】智通财经

智通财经
Jul 22, 2025
【花旗:料东方电气(01072.HK)就雅下项目取得最多540亿人民币新订单 评级“买入” 目标价13.6港元】智通财经APP获悉,花旗发布研报称,东方电气(01072,600875.SH) 股价昨日(21日)大幅上涨,主要是由于市场对来自西藏雅鲁藏布江下游水电项目新订单的预期上升。 该行预计公司将从该项目获得270亿至540亿元人民币的新订单,相当于其去年收入的40%至77%。该行予东方电气H股和A股“买入”评级,但基于初步估算,预期该水电项目具带动目标价上行的潜力,分别予H股和A股目标价13.6港元和20元人民币,并将继续密切关注股价动态。

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