大行評級|花旗:維持東方電氣“買入”評級 預計可直接受惠於雅魯藏布江水電項目
花旗發表報告表示,東方電氣和哈爾濱電氣今日股價上漲,主要是由於西藏雅魯藏布江水電項目啓動建設。該項目總投資約爲1.2萬億元,是三峽工程的五倍。該行指,東方電氣是中國領先的水電設備製造商。據公司數據,其在常規水電市場佔有45%的份額,在抽水蓄能市場佔有41.6%的份額。公司在西藏林芝設有高原型泥沙磨損水電機組生產與研發基地,可爲雅魯藏布江高落差環境開發定製設備。花旗維持對東方電氣“買入”評級及目標價13.6港元。
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