哈尔滨电气(01133)涨15.52% 机构指公司目前煤电业务在手订单充沛

金吾财讯

Sep 17, 2025

金吾财讯 | 哈尔滨电气(01133)股价发力，截至发稿，涨15.52%，报10.72港元，成交额1.94亿港元。消息面上，国元国际研报指出，哈尔滨电气目前煤电业务在手订单充沛，当期订单质量相较上一周期量价均有提升，该机构认为此部分订单将持续释放增厚公司利润。水电方面，抽水蓄能项目前期收获的订单逐步进入执行周期，且新增产能开始释放，而大水电项目将受益于雅江水电工程带来的需求增长，该机构预计可能在2030年前后逐步释放。核电，市场核电核准量由2019-2021年的5台/年左右，提升至2022-2025年的10台/年左右。我们认为，公司相关订单也会逐步进入执行周期，鉴于核电项目的长周期属性，预计可能在十五五中期左右体现。现代制造服务业，新印发的《实施方案》强调了对现役煤电机组提升运行效率对目标，有望促成对公司相关业务增长。该机构表示，在公司前期增量订单开始释放后，收入利润逐步提升，该机构认为目前公司股价仍处于估值修复阶段，具备上行空间。维持原有业绩预测，给予公司目标估值PE（2025E）10.0倍，对应PE（TTM）14.8倍，提升目标价至12.22港元，对应现价预计升幅36.8%，维持“买入”评级。

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Institutions pointed out that the company currently has abundant orders for its coal and electricity business","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01133":1.5},"content_text":"金吾财讯 | 哈尔滨电气(01133)股价发力，截至发稿，涨15.52%，报10.72港元，成交额1.94亿港元。消息面上，国元国际研报指出，哈尔滨电气目前煤电业务在手订单充沛，当期订单质量相较上一周期量价均有提升，该机构认为此部分订单将持续释放增厚公司利润。水电方面，抽水蓄能项目前期收获的订单逐步进入执行周期，且新增产能开始释放，而大水电项目将受益于雅江水电工程带来的需求增长，该机构预计可能在2030年前后逐步释放。核电，市场核电核准量由2019-2021年的5台/年左右，提升至2022-2025年的10台/年左右。我们认为，公司相关订单也会逐步进入执行周期，鉴于核电项目的长周期属性，预计可能在十五五中期左右体现。现代制造服务业，新印发的《实施方案》强调了对现役煤电机组提升运行效率对目标，有望促成对公司相关业务增长。该机构表示，在公司前期增量订单开始释放后，收入利润逐步提升，该机构认为目前公司股价仍处于估值修复阶段，具备上行空间。维持原有业绩预测，给予公司目标估值PE（2025E）10.0倍，对应PE（TTM）14.8倍，提升目标价至12.22港元，对应现价预计升幅36.8%，维持“买入”评级。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}