港股异动 | 时代电气(03898)现涨超9% 全年纯利增超21% 新兴装备业务收入同比增70%
时代电气(03898)现涨超9%，截至发稿，涨9.27%，报27.1港元，成交额1.92亿港元。
消息面上，时代电气发布2023 年度业绩，报告期内营业收入217.99 亿元，同比增长20.88%；归母净利润31.06 亿元，同比之中21.51%。其中轨道交通装备实现营收129.1 亿元，同比增长2%；新兴装备业务实现营收87.32 亿元，同比增长69.64%。
光大证券指出，公司轨交装备业务收入稳中有升，有望深度受益于轨交设备更新与动车组维保需求提升。此外，公司新兴装备业务发展迅速，收入大幅增长。功率半导体、新能源车电驱、逆变器等新产业产能持续扩张，成长空间巨大，对公司估值有提升作用。
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