港股異動 | 上海電氣(2727.HK)大漲8.79% 多家機構看好
格隆匯8月3日丨上海電氣(2727.HK)大漲8.79%,報2.6港元;上海電氣(601727.SH)亦大漲逾9%。

光大證券上月發佈研報稱,公司作為國內領先的能源裝備(尤其是海上風電)和工業裝備製造龍頭,在我國能源結構轉型、產業結構調整的背景下有望利用龍頭優勢進一步提升市佔率;電氣風電分拆上市拓寬融資渠道,有望提升公司估值水平,上調至“買入”評級。
天風證券指出,近年來,上海電氣加速佈局儲能,已經在電網側、新能源側、用户側等領域參與多個項目隨着公司業務轉型、子板塊拆分上市將有助於拉昇公司估值,對此預計2020年估值水平約為25倍,給予“增持”評級。
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