港股异动 | 时代电气(03898)尾盘涨近4% 公司将于下周五发布业绩 大摩称业绩预告超出市场预期
时代电气(03898)尾盘涨近4%，截至发稿，涨3.45%，报29.95港元，成交额5685.51万港元。
消息面上，时代电气拟于8月23日举行董事会会议批准中期业绩。公司此前发布业绩预告，上半年实现归母净利润15.07亿元，同比增长30.56%。单看第二季度，公司实现归母净利润9.39亿元，同比增长30.6%。
大摩认为，时代电气第二季度初步业绩好过市场预期。盈利增长主要因为动车交付增加，以及新业务稳定增长，在行业上升周期下，预期今年铁路设备业务增长稳健，下半年主要焦点为新动车及维修合约竞投，以及动车晶片模组IGBT产能增加的进度。
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