688187 时代电气
已收盘 12-05 15:00:00
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净利27.2亿元!时代电气三季度业绩抢眼,但电驱坏账成“不定时炸弹”
华夏时报网 · 12-04 18:47
净利27.2亿元!时代电气三季度业绩抢眼,但电驱坏账成“不定时炸弹”
时代电气(688187)披露截至11月30日证券变动月报表,12月01日股价下跌2.75%
证券之星 · 12-01
时代电气(688187)披露截至11月30日证券变动月报表,12月01日股价下跌2.75%
时代电气:2025年前3季度,公司完成首款液冷集中式储能
每日经济新闻 · 11-27
时代电气:2025年前3季度,公司完成首款液冷集中式储能
时代电气(688187.SH):IGBT已经在储能领域有供货
中金财经 · 11-27
时代电气(688187.SH):IGBT已经在储能领域有供货
时代电气(688187.SH):2025年完成首款液冷集中式储能PCS-2.5MW单支路PCS开发并获得市场订单超2GW
中金财经 · 11-27
时代电气(688187.SH):2025年完成首款液冷集中式储能PCS-2.5MW单支路PCS开发并获得市场订单超2GW
时代电气(688187)披露召开2025年第三季度业绩说明会公告,11月24日股价上涨0.38%
证券之星 · 11-24
时代电气(688187)披露召开2025年第三季度业绩说明会公告,11月24日股价上涨0.38%
每周股票复盘:时代电气(688187)股东户数降6.35%
证券之星 · 11-09
每周股票复盘:时代电气(688187)股东户数降6.35%
建银国际:升时代电气(03898)目标价至47.6港元 升至“跑赢大市”评级
智通财经 · 11-06
建银国际:升时代电气(03898)目标价至47.6港元 升至“跑赢大市”评级
港股异动 | 时代电气(03898)尾盘涨近5% 国铁招标有望支撑全年业绩 新兴装备业务发展迅速
智通财经 · 11-05
港股异动 | 时代电气(03898)尾盘涨近5% 国铁招标有望支撑全年业绩 新兴装备业务发展迅速
高盛:微降时代电气目标价至36.2港元 评级“买入”
智通财经 · 11-04
高盛:微降时代电气目标价至36.2港元 评级“买入”
【券商聚焦】兴业证券维持时代电气(03898)“买入”评级 指其轨交业务增长具有较大确定性
金吾财讯 · 11-04
【券商聚焦】兴业证券维持时代电气(03898)“买入”评级 指其轨交业务增长具有较大确定性
大行评级丨高盛:时代电气第三季度业绩疲软 下调AH股12个月目标价
中金财经 · 11-04
大行评级丨高盛:时代电气第三季度业绩疲软 下调AH股12个月目标价
瑞银:升时代电气(03898)目标价至48.3港元 上调盈测 评级“买入”
智通财经 · 11-03
瑞银:升时代电气(03898)目标价至48.3港元 上调盈测 评级“买入”
美银证券:升时代电气目标价至45港元 第三季表现逊预期
智通财经 · 11-03
美银证券:升时代电气目标价至45港元 第三季表现逊预期
第一上海:维持时代电气(03898)“买入”评级 目标价55港元
智通财经 · 11-03
第一上海:维持时代电气(03898)“买入”评级 目标价55港元
时代电气新注册《面向列车无人驾驶的网络软件V1.0》项目的软件著作权
证券之星 · 11-02
时代电气新注册《面向列车无人驾驶的网络软件V1.0》项目的软件著作权
每周股票复盘:时代电气(688187)股东户数下降1.25%,户均持股增至4.1万股
证券之星 · 11-02
每周股票复盘:时代电气(688187)股东户数下降1.25%,户均持股增至4.1万股
时代电气(688187)10月10日股东户数2.12万户,较上期减少1.25%
证券之星 · 10-31
时代电气(688187)10月10日股东户数2.12万户,较上期减少1.25%
时代电气(03898)发布前三季度业绩 归母净利润27.2亿元 同比增加10.85%
智通财经 · 10-30
时代电气(03898)发布前三季度业绩 归母净利润27.2亿元 同比增加10.85%
每周股票复盘:时代电气(688187)股东户数减少2.26%,户均持股市值227.17万元
证券之星 · 10-26
每周股票复盘:时代电气(688187)股东户数减少2.26%,户均持股市值227.17万元
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公司概况
公司名称:
株洲中车时代电气股份有限公司
所属行业:
铁路、船舶、航空航天和其他运输设备制造业
上市日期:
2021-09-07
主营业务:
株洲中车时代电气股份有限公司的主营业务是轨道交通装备产品的研发、设计、制造、销售并提供相关服务。公司的主要产品是轨道交通电气装备、轨道工程机械、通信信号系统。公司拥有6个国家级技术创新平台、7个省级技术创新平台,1个博士后工作站。在境内外累计获得专利授权数量3,654件,其中发明专利2,473件;累计主持和参与制定国际标准51项、国内标准198项(含国家标准,行业标准和团体标准);公司累计获批国家级项目49项(其中国家重点研发计划专项39项),先后获得国家及省部级科技进步奖、中国电工技术学会科学技术奖、中国机械工业科学技术奖、中国铁道学会科学技术奖、中国质量奖等多项重要奖项。2024年,公司荣获国家技术发明二等奖,综合科技创新实力领跑行业。
发行价格:
31.38
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22:54","pubTimestamp":1764600870,"startTime":"0","endTime":"0","summary":"截至2025年12月1日收盘,时代电气报收于48.44元,较前一交易日下跌2.75%,最新总市值为657.79亿元。公司近日发布公告,披露了截至2025年11月30日的证券变动月报表。公告显示,株洲中车时代电气股份有限公司H股和A股的法定注册资本、已发行股份及库存股数量均无变动。H股类别股份总数为489,040,900股,A股类别股份总数为868,907,512股,每股面值均为人民币1元。本月底注册股本总额为人民币1,357,948,412元。公司确认本月证券发行符合相关上市规则及法律规定。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120100037929.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688187","BK1565","03898","161027","BK0279","BK1116","IE0032431581.USD","BK1171"],"gpt_icon":0},{"id":"2586750241","title":"时代电气:2025年前3季度,公司完成首款液冷集中式储能","url":"https://stock-news.laohu8.com/highlight/detail?id=2586750241","media":"每日经济新闻","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586750241?lang=zh_cn&edition=full","pubTime":"2025-11-27 18:41","pubTimestamp":1764240060,"startTime":"0","endTime":"0","summary":"每经AI快讯,有投资者在投资者互动平台提问:请问公司储能变流器(PCS)业务目前的产能利用率、订单可见度如何?为应对明后年的高需求,公司有怎样的产能扩张计划?更重要的是,在原材料(如铝、铜)成本上行的情况下,公司如何通过技术溢价和成本控制,确保该业务板块的毛利率实现稳中有升?","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202511273576741098.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202511273576741098.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["03898","BK1171","BK1565","IE0032431581.USD","BK1116","BK0279","688187"],"gpt_icon":0},{"id":"2586249756","title":"时代电气(688187.SH):IGBT已经在储能领域有供货","url":"https://stock-news.laohu8.com/highlight/detail?id=2586249756","media":"中金财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586249756?lang=zh_cn&edition=full","pubTime":"2025-11-27 18:07","pubTimestamp":1764238022,"startTime":"0","endTime":"0","summary":"格隆汇11月27日丨时代电气(688187.SH)在互动平台表示,公司IGBT已经在储能领域有供货,由于产能限制,目前占比不高。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20251127/31828872.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["688187","BK1116","IE0032431581.USD","BK0279","03898","BK1171","BK1565"],"gpt_icon":0},{"id":"2586713249","title":"时代电气(688187.SH):2025年完成首款液冷集中式储能PCS-2.5MW单支路PCS开发并获得市场订单超2GW","url":"https://stock-news.laohu8.com/highlight/detail?id=2586713249","media":"中金财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586713249?lang=zh_cn&edition=full","pubTime":"2025-11-27 18:07","pubTimestamp":1764238021,"startTime":"0","endTime":"0","summary":"格隆汇11月27日丨时代电气(688187.SH)在互动平台表示,公司2025年完成了首款液冷集中式储能PCS-2.5MW单支路PCS开发并获得市场订单超2GW,目前提供的储能产品以PCS为主。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20251127/31828870.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK1171","IE0032431581.USD","PCS","688187","03898","BK0279","BK1116","BK1565"],"gpt_icon":0},{"id":"2585498702","title":"时代电气(688187)披露召开2025年第三季度业绩说明会公告,11月24日股价上涨0.38%","url":"https://stock-news.laohu8.com/highlight/detail?id=2585498702","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2585498702?lang=zh_cn&edition=full","pubTime":"2025-11-24 22:41","pubTimestamp":1763995304,"startTime":"0","endTime":"0","summary":"截至2025年11月24日收盘,时代电气报收于49.98元,较前一交易日上涨0.38%,最新总市值为678.7亿元。公司近日发布公告称,株洲中车时代电气股份有限公司将于2025年12月2日下午16:00-17:00通过上证路演中心网络互动方式召开2025年第三季度业绩说明会,介绍公司2025年第三季度经营成果及财务状况。投资者可于2025年11月25日至12月1日16:00前通过上证路演中心或公司邮箱ir@csrzic.com提交问题。说明会结束后可通过上证路演中心查看会议情况。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025112400036426.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1171","03898","BK1116","688187","BK0279","BK1565","IE0032431581.USD"],"gpt_icon":0},{"id":"2582244866","title":"每周股票复盘:时代电气(688187)股东户数降6.35%","url":"https://stock-news.laohu8.com/highlight/detail?id=2582244866","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582244866?lang=zh_cn&edition=full","pubTime":"2025-11-09 02:06","pubTimestamp":1762625174,"startTime":"0","endTime":"0","summary":"截至2025年11月7日收盘,时代电气报收于53.0元,较上周的52.2元上涨1.53%。本周,时代电气11月7日盘中最高价报53.44元。股本股东变化股东户数变动截至2025年10月31日,公司股东户数为1.98万户,较10月10日减少1345.0户,减幅为6.35%。户均持股数量由上期的4.48万股降至4.38万股,户均持股市值为228.56万元。2025年前三季度,中车电驱累计交付电驱系统及部件产品43.28万套,实现营业收入18.68亿元,同比增长9.25%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025110900000375.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688187","IE0032431581.USD","BK1565","BK1116","BK1171","03898","BK0279"],"gpt_icon":0},{"id":"2581075080","title":"建银国际:升时代电气(03898)目标价至47.6港元 升至“跑赢大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2581075080","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2581075080?lang=zh_cn&edition=full","pubTime":"2025-11-06 10:06","pubTimestamp":1762394815,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,建银国际发布研报称,认为时代电气(03898)前景良好,将盈利预期上调6%-13%,并将评级从“中性”上调至“跑赢大市”,将目标价从28.6港元上调66%至47.6港元。该行表示,股价回档是买入良机。尽管受补贴减少和轨道交通设备交付时间不佳的影响,时代电气2025年首9个月净利润增长低于市场预期,但该行认为集团依然取得了高品质的业绩。该行指,时代电气在新兴设备业务方面投入巨资进行业务转型,目前该业务进展顺利,得益于新产品的成功,及在新能源汽车和电力传输领域市场份额的增长。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1365857.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["688187","03898"],"gpt_icon":0},{"id":"2581709745","title":"港股异动 | 时代电气(03898)尾盘涨近5% 国铁招标有望支撑全年业绩 新兴装备业务发展迅速","url":"https://stock-news.laohu8.com/highlight/detail?id=2581709745","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2581709745?lang=zh_cn&edition=full","pubTime":"2025-11-05 15:50","pubTimestamp":1762329034,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,时代电气尾盘涨近5%,截至发稿,涨4.04%,报40.14港元,成交额1.25亿港元。期内,轨道交通装备产品实现营业收入103.1亿元,同比增长9.2%;新兴装备产品实现营业收入84.3亿元,同比增长22.3%。光大证券发布研报称,截至2025年8月,国铁集团年内累计招标动车组278组、机车456台,较上年同期均有所增长。2025上半年开启的动车组和机车招标中,公司市占率保持稳定,动车组、机车招标规模持续增长有望对公司全年业绩形成有力支撑。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1365495.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1171","IE0032431581.USD","BK1116","BK1565","03898","688187","002933","BK0279"],"gpt_icon":0},{"id":"2580201460","title":"高盛:微降时代电气目标价至36.2港元 评级“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2580201460","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2580201460?lang=zh_cn&edition=full","pubTime":"2025-11-04 14:51","pubTimestamp":1762239060,"startTime":"0","endTime":"0","summary":"高盛发布研报称,将时代电气(688187.SH)12个月目标价下调至49.9元人民币(原本51元人民币),评级“中性”;H股(03898)12个月目标价下调至36.2港元(原本37港元),评级“买入”。时代电气2025年 ...","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/hks/20251104/c672229460.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tonghuashun","symbols":["688187"],"gpt_icon":0},{"id":"2580820319","title":"【券商聚焦】兴业证券维持时代电气(03898)“买入”评级 指其轨交业务增长具有较大确定性","url":"https://stock-news.laohu8.com/highlight/detail?id=2580820319","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2580820319?lang=zh_cn&edition=full","pubTime":"2025-11-04 13:19","pubTimestamp":1762233557,"startTime":"0","endTime":"0","summary":"金吾财讯 | 兴业证券研报指出,时代电气 第三季度收入66.16亿元,同比增长9.58%,归属于上市公司股东的净利润为10.49亿元,同比增长7.69%,归属于上市公司股东的扣除非经常性损益的净利润为10.26亿元,同比增长22.45%,业绩符合预期,前三季度收入为188.3亿元,同比增长14.86%,归属于上市公司股东的净利润为27.2亿元,同比增长10.85%,归属于上市公司股东的扣除非经常性损益的净利润为26.14亿元,同比增长30.92%。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1968992","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03898","688187","601377"],"gpt_icon":0},{"id":"2580272958","title":"大行评级丨高盛:时代电气第三季度业绩疲软 下调AH股12个月目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2580272958","media":"中金财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2580272958?lang=zh_cn&edition=full","pubTime":"2025-11-04 11:28","pubTimestamp":1762226881,"startTime":"0","endTime":"0","summary":"高盛发表研报指,时代电气第三季度业绩疲软,收入、营业利润、净利润分别为66.2亿元、11.1亿元及10.5亿元;毛利率、营业利润率、净利润率分别为33%、17%及16%。 总体而言,高盛轻微下调时代电气2025至2030年收入预测最多5%,净收入预测下降最多6%,以反映业绩结果。因此,高盛将时代电气A股12个月目标价从51元下调至49.9元,评级“中性”;H股12个月目标价从37港元下调至36.2港元,评级“买入”。请读者仅作参考,并请自行承担全部责任。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20251104/31765328.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["688187","03898"],"gpt_icon":0},{"id":"2580983922","title":"瑞银:升时代电气(03898)目标价至48.3港元 上调盈测 评级“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2580983922","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2580983922?lang=zh_cn&edition=full","pubTime":"2025-11-03 17:13","pubTimestamp":1762161195,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,瑞银发布研报称,基于业绩表现,将时代电气2025至27年每股盈利预测微调上调3%。目标价由原先45.2港元升至48.3港元,对应13.7倍2026年预期市盈率。第三季度收入及净利润同比各增长10%及8%,至66亿元人民币及10亿元人民币,基本符合市场预期。因轨道交通业务产品结构升级,前三季度毛利率同比提升3个百分点。第三季度毛利率及净利率同比提升1个百分点及降0.3个百分点,至33.2%及15.9%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1364511.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["688187","03898"],"gpt_icon":0},{"id":"2580264041","title":"美银证券:升时代电气目标价至45港元 第三季表现逊预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2580264041","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2580264041?lang=zh_cn&edition=full","pubTime":"2025-11-03 16:11","pubTimestamp":1762157460,"startTime":"0","endTime":"0","summary":"美银证券发布研报称,时代电气(03898,688187.SH)第三季收入66亿元人民币(下同),同比增长10%、按季下降14%,较该行预期低3%,主要因轨道装备业务收入低于预期。期内净利润为10亿元,同比增 ...","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/hks/20251103/c672196290.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tonghuashun","symbols":["161027","688187"],"gpt_icon":0},{"id":"2580266378","title":"第一上海:维持时代电气(03898)“买入”评级 目标价55港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2580266378","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2580266378?lang=zh_cn&edition=full","pubTime":"2025-11-03 14:54","pubTimestamp":1762152882,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,第一上海发布研报称,维持时代电气“买入”评级,目标价55.0港元。前三季度公司综合毛利率同比提升3.1个百分点至32.4%,主要为收入结构变化所致。株洲8英寸碳化硅产线正推进设备搬入工作,预计2025年底实现产线拉通。新能源发电事业部独立运作,已实现小幅盈利,未来将凭藉与中车和株洲所的业务合作,在光伏、储能PCS上有更多业务拓展。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1364374.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00227","03898","688187"],"gpt_icon":0},{"id":"2580708478","title":"时代电气新注册《面向列车无人驾驶的网络软件V1.0》项目的软件著作权","url":"https://stock-news.laohu8.com/highlight/detail?id=2580708478","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2580708478?lang=zh_cn&edition=full","pubTime":"2025-11-02 01:53","pubTimestamp":1762019592,"startTime":"0","endTime":"0","summary":"证券之星消息,近日时代电气(688187)新注册了《面向列车无人驾驶的网络软件V1.0》项目的软件著作权。今年以来时代电气新注册软件著作权6个。结合公司2025年中报财务数据,今年上半年公司在研发方面投入了12.15亿元,同比增26.6%。通过天眼查大数据分析,株洲中车时代电气股份有限公司共对外投资了37家企业,参与招投标项目6332次;财产线索方面有专利信息3674条,著作权信息134条;此外企业还拥有行政许可151个。数据来源:天眼查APP以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025110200000244.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1116","03898","BK0279","688187","IE0032431581.USD","BK1171","BK1565"],"gpt_icon":0},{"id":"2580478116","title":"每周股票复盘:时代电气(688187)股东户数下降1.25%,户均持股增至4.1万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2580478116","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2580478116?lang=zh_cn&edition=full","pubTime":"2025-11-02 01:36","pubTimestamp":1762018571,"startTime":"0","endTime":"0","summary":"截至2025年10月31日收盘,时代电气报收于52.2元,较上周的55.03元下跌5.14%。时代电气当前最新总市值708.85亿元,在轨交设备板块市值排名2/31,在两市A股市值排名240/5163。股本股东变化:户均持股数量由上期4.05万股增至4.1万股,户均持股市值为227.17万元。股本股东变化截至2025年10月10日,公司股东户数为2.12万户,较9月30日减少268户,减幅1.25%。H股公告显示,截至2025年10月31日,公司H股和A股已发行股份总数分别为489,040,900股和868,907,512股,库存股份数目为零。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025110200000152.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["IE0032431581.USD","688187","03898","BK1116","BK1171","BK0279","BK1565"],"gpt_icon":0},{"id":"2579445151","title":"时代电气(688187)10月10日股东户数2.12万户,较上期减少1.25%","url":"https://stock-news.laohu8.com/highlight/detail?id=2579445151","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2579445151?lang=zh_cn&edition=full","pubTime":"2025-10-31 17:33","pubTimestamp":1761903223,"startTime":"0","endTime":"0","summary":"证券之星消息,近日时代电气披露,截至2025年10月10日公司股东户数为2.12万户,较9月30日减少268.0户,减幅为1.25%。户均持股数量由上期的4.05万股增加至4.1万股,户均持股市值为227.17万元。在轨交设备行业个股中,时代电气股东户数低于行业平均水平,截至10月10日,轨交设备行业平均股东户数为4.1万户。从股价来看,2025年9月30日至2025年10月10日,时代电气区间涨幅为5.26%,在此期间股东户数减少268.0户,减幅为1.25%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025103100036851.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1171","IE0032431581.USD","688187","03898","BK0279","BK1116","BK1565"],"gpt_icon":0},{"id":"2579115346","title":"时代电气(03898)发布前三季度业绩 归母净利润27.2亿元 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