《大行》花旗料東方電氣(01072.HK)從西藏項目獲530億人幣訂單 目標13.6元籲買入
花旗研究報告指,日前內地公佈西藏雅魯藏布江水電項目,總投資約1.2萬億元人民幣;專家預期項目將需時15至20年完成,相較於三峽大壩爲12年,並料項目的電力設備和電網設備投資將分別佔總投資額的7至8%及15%。
因此,該行料東方電氣(01072.HK)將從項目中獲得價值530億元人民幣的水電設備新訂單,並令公司H股和A股(600875.SH)的每股價值分別提升4.8港元及4.5元人民幣;現予東方電氣H股目標價13.6港元,予「買入」評級;A股目標價20元人民幣。
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