港股异动 | 哈尔滨电气(01133)跌超3% 燃煤发电设备收入预期较低 花旗下调公司净利预测

智通财经
Apr 13

智通财经APP获悉,哈尔滨电气(01133)跌超3%,截至发稿,跌2.94%,报20.5港元,成交额3980.72万港元。

消息面上,花旗发布研报指出,哈尔滨电气预计在可预见的未来,中国每年平均新增核电机组审批数量将为10部。集团指,2025年核电设备投标价格略有上涨,预计今年价格将进一步小幅上涨。该行认为,哈尔滨电气估值吸引,但由于燃煤发电设备收入预期较低,将其明年净利润预测下调4%。

该行续指,哈尔滨电气在沙特阿拉伯的两个EPC专案地理位置远离冲突地区,未受影响,但出于安全考量,公司已要求部分员工撤离该地区,公司方面预计其营运不会受到重大影响。

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