汇丰研究发表报告,指日前内地正式公布雅鲁藏布江下游水电开发计划,东方电气H股(01072.HK) 及A股(600875.SH) 均大升,但该行料投资者或过分乐观。从时间表而言,部分投资者预期水电涡轮机招标或于2027年启动,但东方电气及哈尔滨电气(01133.HK) 均透露2030年前启动招标的可能性低,设备交付至少需时3至5年,收入确认最早也要到2033至2035年。盈利方面,基于项目1.2...
Source Link汇丰研究发表报告,指日前内地正式公布雅鲁藏布江下游水电开发计划,东方电气H股(01072.HK) 及A股(600875.SH) 均大升,但该行料投资者或过分乐观。从时间表而言,部分投资者预期水电涡轮机招标或于2027年启动,但东方电气及哈尔滨电气(01133.HK) 均透露2030年前启动招标的可能性低,设备交付至少需时3至5年,收入确认最早也要到2033至2035年。盈利方面,基于项目1.2...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.