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《大行》里昂料西藏大壩項目可帶動最少150億人幣設備需求 利好機械類股份
里昂研究報告指,中國宣佈在西藏高原興建雅魯藏布江大壩,規劃發電量達3,000億千瓦時,相當於三峽大壩的3倍。項目預計投資額達1.2萬億元人民幣(下同),該行估算每年將帶動150至200億元的設備需求,約佔6,000億元工程機械市場規模的2至3%增長。 該行指,雖然單一項目歷來難以持續推動機械行業發展,但考慮到當前行業正處復甦階段,加上替換需求上升及去年銷售基數較低,預期這項史無前例的水壩工程動工,將爲機械類股份提供更明確的增長動能。該行現予國電南瑞(600406.SH)目標價27元人民幣,恆立液壓(601100.SH)目標價87元人民幣,均予「跑贏大市」評級。
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