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港股異動丨 時代電氣AH股齊漲 A股續創上市新高
格隆匯11月5日丨時代電氣(3898.HK)4.8%報47.9港元,時代電氣(688187.SH)漲超6%,盤中高見69.5元再創上市新高價。日前公司公佈,前三季度歸母淨利12.02 億元,同比下降19.69%。信達證券指出,公司Q3業績符合前期指引,軌交主業靜待反彈。展望後期,高鐵建設規劃穩定,市域動車組穩健增長,城軌地鐵建設仍有較高成長。維持“買入”評級;光大證券認為公司軌交業務未來有望觸底反彈;IGBT等新產業成長空間巨大,對公司估值有提升作用,值得重點關注。此外,隔夜美股芯片股大漲,帶動市場半導體走高。在2020年公司功率半導體器件實現收入8億元,同比增加54.5%。

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