时代电气:预期轨交维保和功率半导体推动2025年成长

浦银国际证券有...
09 Apr

我们重申时代电气(3898.HK/688187.CH)的“买入”评级,略微调整港股/A 股目标价至33.4 港元和人民币52.2 元。重申时代电气“买入”评级:公司2024 年收入同比增长14%,净利润同比增长19%,轨交业务和新兴装备业务均有较好增长。展望2025年,公司多个业务板块将贡献成长。1)受益于中国新能源车行业需求,公司宜兴IGBT 产线有望于今年底达产。并且,SiC 产线有望在今年内...

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