智通财经APP获悉，时代电气(03898)午前涨近6%，截至发稿，涨5.79%，报39.48港元，成交额1.18亿港元。
消息面上，8月22日，时代电气公布中期业绩，上半年营业收入约122.14亿元，同比增长17.95%；净利润约16.715亿元，同比增长12.93%。华泰证券指出，展望下半年，随着国铁大修和新增动车组招标需求高峰期持续，以及公司在高压功率器件、新能源发电、深海装备领域逐步实现订单突破，公司业绩有望保持稳健增长。
汇丰此前发布研报称，时代电气新行业销售增长，得到稳定产能扩张支持，而铁路设备销售保持稳定；催化剂包括更强的动车组/机车招标、更快的宜兴IGBT工厂产能提升、缓解的价格战及首次派发中期股息。汇丰指出，时代电气年内跑输恒指，维持其“买入”评级，因估值不高且新行业销售稳步进展将支持估值重评；H股目标价从38港元上调至47港元，隐含2026年预估市盈率13倍，以反映更强的长期增长。
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