《大行》华泰证券维持时代电气(03898.HK)“买入”评级 去年净利润符预期

阿斯达克财经
Apr 07, 2025

华泰证券发表报告指出,时代电气(03898.HK) 去年收入249.1亿元人民币,按年升13.4%;净利润升21.7%至37.03亿元人民币,符合该行此前预期。公司轨道交通装备业务随着轨交进入换新和维修周期,带动去年实现收入146.36亿元人民币,按年增长13.37%。该行认为,目前处于轨交维修和以旧换新的上行周期,公司作为高市占率的轨交龙头,收入增速有望保持在较好水平;关注新兴装备业务碳化硅上车...

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