智通财经APP获悉，时代电气(03898)早盘涨超3%，截至发稿，涨2.72%，报30.25港元，成交额3645.62万港元。
消息面上，时代电气公告，1月22日，公司回购44万股股份，涉资1277万港元。值得注意的是，自1月6日以来公司已连续13日进行回购，合计回购985.45万股，累计回购金额约2.94亿港元。年内累计回购超3.07亿港元。
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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