花旗:料东方电气(01072)直接受惠雅鲁藏布江水电项目 目标价13.6港元

智通财经
21 Jul

智通财经APP获悉,花旗发布研报称,东方电气(01072)和哈尔滨电气(01133)今日(21日)股价上涨,主要是由于西藏雅鲁藏布江水电项目建设启动。据报道,该项目总投资约为1.2万亿元人民币,是三峡工程的五倍。花旗维持对东方电气“买入”评级及目标价13.6港元,相当预测今年市账率0.83倍。

该行指,东方电气是中国领先的水电设备制造商。据公司数据,其在常规水电市场占有45%的份额,在抽水蓄能市场占有41.6%的份额。公司在西藏林芝设有高原型泥沙磨损水电机组生产与研发基地,可为雅鲁藏布江高落差环境开发定制设备。

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