研報掘金|華泰證券:估計雅下項目爲哈爾濱電氣帶來360億增量水電設備訂單 評級“買入”
華泰證券發表研究報告指,哈爾濱電氣發盈喜,預計中期純利按年升95%至10.2億元。該行繼續看好哈爾濱電氣的新簽訂單兌現貢獻收入增加,及經營效率提升與費率壓降帶動業績修復。另西藏雅下水電項目正式啓動,規劃總裝機容量超6000萬千瓦,按水輪機中標價中位數1200元/kW測算,雅下項目有望爲公司帶來約360億元的新增水電設備訂單(假設哈電與東電各自獲得一半)。該行暫維持此前盈測,等待公司進一步明確指引,預計集團2025至27年純利分別爲21.4億、26.5億及31.1億元,按年增長26.8%、23.9%及17.3%,重申目標價爲10.5港元及“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.