智通财经APP获悉，时代电气(03898)尾盘涨近5%，截至发稿，涨4.04%，报40.14港元，成交额1.25亿港元。
消息面上，时代电气此前发布业绩，前三季度营业收入188.3亿元，同比增长14.9%；归母净利润27.2亿元，同比增长10.9%。期内，轨道交通装备产品实现营业收入103.1亿元，同比增长9.2%；新兴装备产品实现营业收入84.3亿元，同比增长22.3%。
光大证券发布研报称，截至2025年8月，国铁集团年内累计招标动车组278组、机车456台，较上年同期均有所增长。2025上半年开启的动车组和机车招标中，公司市占率保持稳定，动车组、机车招标规模持续增长有望对公司全年业绩形成有力支撑。此外，公司功率半导体宜兴3期项目稳步推进，2025年6月底已达设计产能，随着公司功率半导体业务新产能持续投产，公司新兴装备板块有望持续扩张。
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