智通财经APP获悉，时代电气(03898)盘中涨超4%，截至发稿，涨3.57%，报31.9港元，成交额1.16亿港元。
消息面上，时代电气公告，12月27日，公司耗资1593.53万港元回购51.93万股。值得注意的是，公司今年12月连续回购股份，期内累计回购870.7万股，累计回购金额约2.69亿港元。
海通证券指出，动车组采购招标及高级修需求保持高景气，叠加设备更新政策与老旧内燃机车淘汰更新政策的落地与推进、出海加速，轨交设备有望受益。长江证券此前指出，在轨道交通领域，时代电气充分受益于动车组新车招标和动车组高级修等需求上行；同时，新兴装备板块持续拓展，有望继续贡献利润增量。持续看好公司轨交装备+新兴装备双轮驱动。
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