《大行》美银证券料东方电气(01072.HK)受惠于海外需求 升目标价至55元

阿斯达克财经
Yesterday

美银证券研究报告指,美国AI数据中心带动电力设备需求,而海外燃气轮机生产商的交付期超过两年,产能紧张为新兴市场生产商带来海外扩张机遇。东方电气(01072.HK) 作为唯一具备F级产品出口能力的中国燃气轮机生产商,近期来自新兴及发达国家的燃气轮机查询明显增加,其产能充足、价格具竞争力且交付期较短。另外,在伊朗局势紧张下,该行对燃煤发电看法转趋正面,可能令中国更重视能源安全及独立性,未来或增加对基本...

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