智通财经APP获悉，中国高速传动(00658)尾盘涨超6%，截至发稿，涨4.69%，报1.34港元，成交额1077.14万港元。
消息面上，中国高速传动发布中期业绩，相比去年同期的公司拥有人应占亏损约人民币5.287亿元，预计2025年上半年将录得公司拥有人应占亏损约为人民币1.36亿元。公告称，亏损减少主要因为期间并无就贸易业务计提减值拨备，去年同期则就贸易业务的应收款项计提重大减值拨备；及期间风电及工业齿轮传动设备业务所产生的收入及溢利较去年同期增加。
光大证券认为，风电行业景气度整体较好，整机企业盈利亦持续改善。在风电整机公司的中报和三季报中，风机毛利率是关键指标，若其持续改善，或将成为行情重要催化剂。此外，也需重点关注136号文各省竞价中的风电实际规模、反内卷相关政策文件，以上有望推动风电板块估值年份切换至26年。
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