688187 时代电气
已收盘 04-30 15:00:00
资讯
新帖
简况
《大行》大和升时代电气(03898.HK)目标价至39元 评级“买入”
阿斯达克财经 · 14:43
《大行》大和升时代电气(03898.HK)目标价至39元 评级“买入”
南向资金4月30日净卖出时代电气33.05万股 连续5日减持
自选股智能写手 · 09:30
南向资金4月30日净卖出时代电气33.05万股 连续5日减持
《大行》摩通:时代电气(03898.HK)首季再创佳绩 铁路业务重生
阿斯达克财经 · 04-30 16:10
《大行》摩通:时代电气(03898.HK)首季再创佳绩 铁路业务重生
时代电气半导体子公司引入26家战略投资者 增资超43亿元
证券时报·e公司 · 04-30 13:15
时代电气半导体子公司引入26家战略投资者 增资超43亿元
时代电气:4月26日召开分析师会议,广发证券、天风证券等多家机构参与
证券之星 · 04-29
时代电气:4月26日召开分析师会议,广发证券、天风证券等多家机构参与
野村:予时代电气“买入”评级 目标价升至35港元
智通财经 · 04-29
野村:予时代电气“买入”评级 目标价升至35港元
野村:予时代电气(03898)“买入”评级 目标价升至35港元
智通财经网 · 04-29
野村:予时代电气(03898)“买入”评级 目标价升至35港元
时代电气(688187):1Q24归母净利润同比增长30% 轨交与新兴装备加速成长
国信证券股份有... · 04-29
时代电气(688187):1Q24归母净利润同比增长30% 轨交与新兴装备加速成长
《大行》野村升时代电气(03898.HK)目标价至35元 首季业绩良好
阿斯达克财经 · 04-29
《大行》野村升时代电气(03898.HK)目标价至35元 首季业绩良好
时代电气(03898)下跌5.14%,报28.6元/股
金融界 · 04-29
时代电气(03898)下跌5.14%,报28.6元/股
时代电气大跌5% 近半年1家券商增持
智选洞察 · 04-29
时代电气大跌5% 近半年1家券商增持
南向资金4月26日净卖出时代电气106.63万股 连续3日减持
自选股智能写手 · 04-29
南向资金4月26日净卖出时代电气106.63万股 连续3日减持
北向资金4月26日净买入时代电气36.55万股 连续5日增持
自选股智能写手 · 04-29
北向资金4月26日净买入时代电气36.55万股 连续5日增持
时代电气业绩高增年内股价涨40% 发力新兴产业手握3558件专利
长江商报 · 04-29
时代电气业绩高增年内股价涨40% 发力新兴产业手握3558件专利
大行评级|大摩:予时代电气“增持”评级 铁路业务录得强劲复苏
格隆汇资讯 · 04-28
大行评级|大摩:予时代电气“增持”评级 铁路业务录得强劲复苏
花旗:重申时代电气“买入”评级 轨道运输业务表现强劲
金融界 · 04-28
花旗:重申时代电气“买入”评级 轨道运输业务表现强劲
大行评级|花旗:重申时代电气“买入”评级 轨道运输业务表现强劲
格隆汇资讯 · 04-28
大行评级|花旗:重申时代电气“买入”评级 轨道运输业务表现强劲
时代电气获中国银河买入评级,盈利改善,轨交装备增长明显
金融界 · 04-28
时代电气获中国银河买入评级,盈利改善,轨交装备增长明显
中国银河给予时代电气推荐评级,盈利改善,轨交装备增长明显
每日经济新闻 · 04-28
中国银河给予时代电气推荐评级,盈利改善,轨交装备增长明显
中国银河:给予时代电气买入评级
证券之星 · 04-28
中国银河:给予时代电气买入评级
加载更多
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主要从事轨道交通装备产品的研发、设计、制造、销售并提供相关服务,具有“器件+系统+整机”的产业结构,产品主要包括以轨道交通牵引变流系统为主的轨道交通电气装备、轨道工程机械、通信信号系统等。十三五以来公司累计获批国家级项目45项;荣获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,综合科技创新实力领跑行业。2022年公司功率半导体与集成技术全国重点实验室顺利通过科技部评审验收,成功获批节能管控与测评铁路行业工程研究中心、湖南省列车自主运控系统工程技术研究中心资质。
发行价格:
31.38
{"stockData":{"symbol":"688187","market":"SH","secType":"STK","nameCN":"时代电气","latestPrice":47.72,"timestamp":1714460400000,"preClose":48.03,"halted":0,"volume":4320110,"delay":0,"floatShares":260000000,"shares":1412000000,"eps":2.2941,"marketStatus":"已收盘","marketStatusCode":5,"change":-0.31,"latestTime":"04-30 15:00:00","open":47.71,"high":48.6,"low":47.62,"amount":208000000,"amplitude":0.0204,"askPrice":47.74,"askSize":96,"bidPrice":47.72,"bidSize":20,"shortable":0,"etf":0,"ttmEps":2.2941,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1714959000000},"adr":0,"adjPreClose":48.03,"symbolType":"stock_kcb","openAndCloseTimeList":[[1714440600000,1714447800000],[1714453200000,1714460400000]],"highLimit":52.83,"lowLimit":43.23,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":1411540112,"pbRate":1.8,"roa":"--","roe":"1.53%","epsLYR":2.19,"committee":0.180266,"marketValue":67359000000,"floatMarketCap":12404000000,"peRate":20.801185,"changeRate":-0.0065,"turnoverRate":0.0166,"status":1,"nextConnectDate":"根据港交所公布的数据,今日已停止北向交易,下一个交易日为北京时间 2024-05-06。","afterMarket":{"amount":0,"volume":0,"close":47.72,"buyVolume":0,"sellVolume":0,"time":1714462439505,"indexStatus":"已收盘 04-30 15:30:00","preClose":48.03}},"requestUrl":"/m/hq/s/688187","defaultTab":"news","newsList":[{"id":"2432497616","title":"《大行》大和升时代电气(03898.HK)目标价至39元 评级“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2432497616","media":"阿斯达克财经","top":-1,"share":"https://www.laohu8.com/m/news/2432497616?lang=zh_cn&edition=full","pubTime":"2024-05-02 14:43","pubTimestamp":1714632180,"startTime":"0","endTime":"0","summary":"大和发表研究报告指,时代电气2024财年首季净利润按年增30%,营业收入按年增27%。至于同期的毛利率表现稳定于34%,低于去年第四季度的36%,主要受产品结构改变的影响。该行预期,时代电气2024财年首季铁路业务及新兴设备业务的毛利率,将分别维持于38%及30%。不过该行同时指出IGBT产量持续改善,料新兴设备业务的毛利率将维持稳定。大和将时代电气目标价由37元上调至39元,维持“买入”评级。沽空资料截至 2024-05-02 12:25。","market":"fut","thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20190401135745677_s.jpg","type":0,"news_type":0,"thumbnails":["http://plib.aastocks.com/aafnnews/image/medialib/20190401135745677_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1346957/latest-news/AAFN","is_publish_highlight":false,"gpt_icon":0},{"id":"2432932996","title":"南向资金4月30日净卖出时代电气33.05万股 连续5日减持","url":"https://stock-news.laohu8.com/highlight/detail?id=2432932996","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2432932996?lang=zh_cn&edition=full","pubTime":"2024-05-02 09:30","pubTimestamp":1714613424,"startTime":"0","endTime":"0","summary":"4月30日,南向资金减持时代电气33.05万股连续5日减持。截止当日收盘,港股通共持有时代电气9530.15万股,占流通股17.55%。时代电气近5个交易日下跌1.57%,港股通累计减持353.09万股;近20个交易日上涨13.71%,港股通累计减持155.76万股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405020932278b6b7d94&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405020932278b6b7d94&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431360994","title":"《大行》摩通:时代电气(03898.HK)首季再创佳绩 铁路业务重生","url":"https://stock-news.laohu8.com/highlight/detail?id=2431360994","media":"阿斯达克财经","top":-1,"share":"https://www.laohu8.com/m/news/2431360994?lang=zh_cn&edition=full","pubTime":"2024-04-30 16:10","pubTimestamp":1714464600,"startTime":"0","endTime":"0","summary":"摩根大通发表研究报告指,时代电气(03898.HK) 首季业务再度录得强劲增长,轨道交通业务重现生机,业绩向好亦反映出,市场对于IGBT等新兴装备业务前景是过度忧虑。考虑到中国铁路即将启动今年度首轮招标,该行憧憬时代电气的轨道交通设备业务需求前景可明显改善,同时由于上半年市场条件利好,预期新兴装备业务亦将向好。管理层亦透露,被压抑市场置换需求,目前得到现有车队维护周期的有力支持,国家政策亦提倡大规模设备更新和更换,亦可带来上行空间。摩通继续对时代电气的“增持”评级,目标价为47元。(gc/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-30 12:25。)AASTOCKS新闻","market":"hk","thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20190401135400930_s.jpg","type":0,"news_type":0,"thumbnails":["http://plib.aastocks.com/aafnnews/image/medialib/20190401135400930_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1346489/latest-news/AAFN","is_publish_highlight":false,"gpt_icon":0},{"id":"2431358965","title":"时代电气半导体子公司引入26家战略投资者 增资超43亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2431358965","media":"证券时报·e公司","top":-1,"share":"https://www.laohu8.com/m/news/2431358965?lang=zh_cn&edition=full","pubTime":"2024-04-30 13:15","pubTimestamp":1714454100,"startTime":"0","endTime":"0","summary":"4月26日,株洲中车时代半导体有限公司增资引入战略投资者签约仪式在株洲举行。根据前期公告,中车时代半导体本次增资扩股拟引入株洲市国创田芯创业投资基金合伙企业、国家集成电路产业投资基金二期股份有限公司等26名战略投资者,认缴资金超过43亿元,目前已全部实缴到位。据悉,本次增资扩股所募资金计划将部分解决中车时代半导体固定资产投资和经营发展的资金需求。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043013152179255fea&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043013152179255fea&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431886879","title":"时代电气:4月26日召开分析师会议,广发证券、天风证券等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2431886879","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2431886879?lang=zh_cn&edition=full","pubTime":"2024-04-29 16:58","pubTimestamp":1714381083,"startTime":"0","endTime":"0","summary":"答:2023年底国铁订单交付,主要是动车新造订单、检修订单交付增长所致,第一季度国铁收入高于城轨收入。问:一季度毛利率改善2个百分点,全年利润率展望?一季度光伏逆变器中标容量在1.5GW。2024年新能源汽车电驱的指引是跑赢行业增速。今年的利润分配占公司2023年度合并报表归属上市公司股东净利润的35.45%,每股现金分红较上一年度同比增长41.82%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291700138b613422&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291700138b613422&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431002546","title":"野村:予时代电气“买入”评级 目标价升至35港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2431002546","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2431002546?lang=zh_cn&edition=full","pubTime":"2024-04-29 15:47","pubTimestamp":1714376827,"startTime":"0","endTime":"0","summary":"野村发布研究报告称,予时代电气(03898)“买入”评级,憧憬其轨道交通业务具有良好增长空间,将目标价从29港元上调至35港元。新兴装备业务首季收入按年增长13%,达到17.69亿元人民币,占总 ...","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/hks/20240429/c657399973.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431014590","title":"野村:予时代电气(03898)“买入”评级 目标价升至35港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2431014590","media":"智通财经网","top":-1,"share":"https://www.laohu8.com/m/news/2431014590?lang=zh_cn&edition=full","pubTime":"2024-04-29 15:40","pubTimestamp":1714376434,"startTime":"0","endTime":"0","summary":"野村憧憬时代电气(03898)轨道交通业务具有良好增长空间。","market":"sg","thumbnail":"https://img.zhitongcaijing.com/image/20240429/20240429151745_76905.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20240429/20240429151745_76905.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1113993.html","is_publish_highlight":false,"gpt_icon":0},{"id":"2431179005","title":"时代电气(688187):1Q24归母净利润同比增长30% 轨交与新兴装备加速成长","url":"https://stock-news.laohu8.com/highlight/detail?id=2431179005","media":"国信证券股份有...","top":-1,"share":"https://www.laohu8.com/m/news/2431179005?lang=zh_cn&edition=full","pubTime":"2024-04-29 15:03","pubTimestamp":1714374210,"startTime":"0","endTime":"0","summary":"公司24 年一季度扣非归母净利润同比增长45%。在此基础上,公司1Q24 营收实现39.3 亿元,归母净利润5.7 亿元 , 扣非归母净利润4.6 亿元,毛利率34.1%,轨交业务增长较快。24 年一季度轨交装备业务同比增长43.74%。其中,轨道交通电气装备实现收入16.2 亿元,轨道工程机械2.95 亿元,通信信号1.43 亿元,其他轨道交通装备0.65 亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042915033887bde1da&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042915033887bde1da&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431027716","title":"《大行》野村升时代电气(03898.HK)目标价至35元 首季业绩良好","url":"https://stock-news.laohu8.com/highlight/detail?id=2431027716","media":"阿斯达克财经","top":-1,"share":"https://www.laohu8.com/m/news/2431027716?lang=zh_cn&edition=full","pubTime":"2024-04-29 11:53","pubTimestamp":1714362780,"startTime":"0","endTime":"0","summary":"野村发表研究报告指,时代电气首季业绩表现良好,收入达到39亿元人民币,按年增长27%,纯利则按年增长30%至5.68亿元人民币,分别较市场预期高出13%及14%,主要由于轨道交通设备销售增长44%,以及营业开支比率降至23%所致,但有部分被期内毛利率降至24%所抵销。野村表示,憧憬时代电气的轨道交通业务具有良好增长空间,将目标价从29元上调至35元,评级为“买入”。","market":"hk","thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20190401135745677_s.jpg","type":0,"news_type":0,"thumbnails":["http://plib.aastocks.com/aafnnews/image/medialib/20190401135745677_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1345847/latest-news/AAFN","is_publish_highlight":false,"gpt_icon":0},{"id":"2431021239","title":"时代电气(03898)下跌5.14%,报28.6元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2431021239","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2431021239?lang=zh_cn&edition=full","pubTime":"2024-04-29 11:27","pubTimestamp":1714361238,"startTime":"0","endTime":"0","summary":"4月29日,时代电气(03898)盘中下跌5.14%,截至11:27,报28.6元/股,成交6511.23万元。中车时代电气是一家专注于轨道交通、新能源发电、电力电子器件、汽车电驱、工业电气、海工装备等领域的高科技企业,主要业务包括牵引传动和控制系统的自主研发及产业化。公司的关键经营数据表现在其业务遍及全球20多个国家和地区,与多家知名企业建立了合作关系,且在通信与信息技术、车载控制诊断技术、变流技术、列车控制技术等领域拥有自主知识产权,累计获得各类科技奖励百余项。截至2024年一季报,时代电气营业总收入39.25亿元、净利润5.68亿元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://hk.jrj.com.cn/2024/04/29112740461364.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431402516","title":"时代电气大跌5% 近半年1家券商增持","url":"https://stock-news.laohu8.com/highlight/detail?id=2431402516","media":"智选洞察","top":-1,"share":"https://www.laohu8.com/m/news/2431402516?lang=zh_cn&edition=full","pubTime":"2024-04-29 10:13","pubTimestamp":1714356827,"startTime":"0","endTime":"0","summary":"04月29日,时代电气股价大幅下跌,截至10点13分,时代电气下跌5.00%,报47.50元/股,突破40元整数关口,成交2.14亿元,换手率1.70%,振幅6.10%。此外,数据统计显示,近半年内1家券商给予增持建议,12家券商给予买入建议。北向资金方面,时代电气04月26日获得北向资金增持36.55万股,连续5日增持,截至04月26日,北向资金当前共持有时代电气2497.93万股,市值11.87亿元,持股占流通股比为9.60%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291055307924ab91&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291055307924ab91&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431042303","title":"南向资金4月26日净卖出时代电气106.63万股 连续3日减持","url":"https://stock-news.laohu8.com/highlight/detail?id=2431042303","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2431042303?lang=zh_cn&edition=full","pubTime":"2024-04-29 09:31","pubTimestamp":1714354293,"startTime":"0","endTime":"0","summary":"4月26日,南向资金减持时代电气106.63万股连续3日减持。截止当日收盘,港股通共持有时代电气9570.19万股,占流通股17.63%。时代电气近5个交易日上涨1.86%,港股通累计减持205.15万股;近20个交易日上涨25.10%,港股通累计减持195.05万股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042909475187bcb45e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042909475187bcb45e&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431229049","title":"北向资金4月26日净买入时代电气36.55万股 连续5日增持","url":"https://stock-news.laohu8.com/highlight/detail?id=2431229049","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2431229049?lang=zh_cn&edition=full","pubTime":"2024-04-29 09:30","pubTimestamp":1714354238,"startTime":"0","endTime":"0","summary":"4月26日, 北向资金增持时代电气36.55万股,连续5日增持。截止当日收盘,沪股通共持有时代电气2497.93万股,占流通股9.60%。沪股通增持金额前五个股分别为招商银行、贵州茅台、兴业银行、药明康德、三一重工。时代电气近5个交易日下跌6.80%,沪股通累计增持204.59万股;近20个交易日上涨12.54%,沪股通累计减持84.05万股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042909365487bca755&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042909365487bca755&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431323043","title":"时代电气业绩高增年内股价涨40% 发力新兴产业手握3558件专利","url":"https://stock-news.laohu8.com/highlight/detail?id=2431323043","media":"长江商报","top":-1,"share":"https://www.laohu8.com/m/news/2431323043?lang=zh_cn&edition=full","pubTime":"2024-04-29 08:35","pubTimestamp":1714350911,"startTime":"0","endTime":"0","summary":"2021年至2023年,时代电气向中车集团销售额分别为61.03亿元、66.25亿元、71.4亿元,占年度销售总额比例分别为40.36%、36.74%、32.76%。2023年年报显示,时代电气新兴装备业务乘势突破,纷纷挤入行业前列。截至2023年12月31日,公司在境内外累计获得专利授权数量3558件。二级市场上,时代电气今年以来股价呈现上扬态势。截至2024年4月26日,公司股价报收50元/股,年内累计涨幅已达40%,最新市值705.8亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042908392187bc7a82&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042908392187bc7a82&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430088124","title":"大行评级|大摩:予时代电气“增持”评级 铁路业务录得强劲复苏","url":"https://stock-news.laohu8.com/highlight/detail?id=2430088124","media":"格隆汇资讯","top":-1,"share":"https://www.laohu8.com/m/news/2430088124?lang=zh_cn&edition=full","pubTime":"2024-04-28 13:09","pubTimestamp":1714280962,"startTime":"0","endTime":"0","summary":"摩根士丹利发表研究报告指,时代电气今年第一季度的铁路业务录得强劲复苏,加上毛利率扩张,支撑公司的净利润稳健增长。该行指,时代电气于今年第二季度的招标情况,将会是其持续增长的关键。虽然公司第一季度的新兴业务表现略低于大摩预期,不过该行对公司的长期增长潜力,仍保持建设性态度。大摩亦预计,时代电气今年的铁路装备业务,将于产业升级周期当中稳定成长。同时预计新兴业务增长应该会放缓,不过按年比较仍会维持于20%以上的水平。大摩对其持“增持”评级,目标价27港元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404281309468b5cae7f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404281309468b5cae7f&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430910707","title":"花旗:重申时代电气“买入”评级 轨道运输业务表现强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=2430910707","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2430910707?lang=zh_cn&edition=full","pubTime":"2024-04-28 12:29","pubTimestamp":1714278586,"startTime":"0","endTime":"0","summary":"花旗研究的报告指,时代电气公布了强劲的2024年首季业绩,尽管期内获利按年增幅低过中国中车。公司的纯利按年升30%至5.68亿元,主要带动2024年首季营收按年升27%以及毛利率较去年同期上升1. ...","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/hks/20240428/c657371825.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2430670256","title":"大行评级|花旗:重申时代电气“买入”评级 轨道运输业务表现强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=2430670256","media":"格隆汇资讯","top":-1,"share":"https://www.laohu8.com/m/news/2430670256?lang=zh_cn&edition=full","pubTime":"2024-04-28 11:56","pubTimestamp":1714276600,"startTime":"0","endTime":"0","summary":"花旗研究的报告指,时代电气公布了强劲的2024年首季业绩,尽管期内获利按年增幅低过中国中车。公司的纯利按年升30%至5.68亿元,主要带动2024年首季营收按年升27%以及毛利率较去年同期上升1.6个百分点。该行指,与2023年之前几季不同,时代电气旗下轨道交通业务首季录得按年升44%,取替了新兴装备业务成为首季增长的主要动力,亦与管理层看法一致。该行亦认为,毛利率录得按年升1.6个百分点,主要是由于有利的产品组合变化,高毛利率的轨道交通业务占2024年首季总收入54%(其在2023 年首季为48%)。该行重申对时代电气的“买入”评级,目标价为33.3港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404281156468b5c87f0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404281156468b5c87f0&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430454772","title":"时代电气获中国银河买入评级,盈利改善,轨交装备增长明显","url":"https://stock-news.laohu8.com/highlight/detail?id=2430454772","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2430454772?lang=zh_cn&edition=full","pubTime":"2024-04-28 08:40","pubTimestamp":1714264815,"startTime":"0","endTime":"0","summary":"4月28日,时代电气获中国银河买入评级,近一个月时代电气获得7份研报关注。研报预计公司2024-2026年将分别实现归母净利润38.29亿元、44.11亿元、49.00亿元。研报认为,公司轨道交通业务收入 ...","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/20240428/c657368787.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2430050772","title":"中国银河给予时代电气推荐评级,盈利改善,轨交装备增长明显","url":"https://stock-news.laohu8.com/highlight/detail?id=2430050772","media":"每日经济新闻","top":-1,"share":"https://www.laohu8.com/m/news/2430050772?lang=zh_cn&edition=full","pubTime":"2024-04-28 08:31","pubTimestamp":1714264260,"startTime":"0","endTime":"0","summary":"中国银河04月28日发布研报称,给予时代电气(688187.SH,最新价:50元)推荐评级。评级理由主要包括:1)业绩增长稳健,轨交业务高增;2)净利率环比改善,期间费用率整体稳定;3)轨交装备业务受益行业复苏及大规模设备更新;4)产能扩张进展顺利,新兴装备业务持续发力。风险提示:固定资产投资不及预期的风险,新产品拓展不及预期的风险,市场竞争加剧的风险等。AI点评:时代电气近一个月获得4份券商研报关注,买入2家。(文章来源:每日经济新闻)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404280832498b5c0cf5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404280832498b5c0cf5&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430729587","title":"中国银河:给予时代电气买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2430729587","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2430729587?lang=zh_cn&edition=full","pubTime":"2024-04-28 08:30","pubTimestamp":1714264246,"startTime":"0","endTime":"0","summary":"中国银河证券股份有限公司高峰,鲁佩,王子路,王霞举近期对时代电气进行研究并发布了研究报告《盈利改善,轨交装备增长明显》,本报告对时代电气给出买入评级,当前股价为50.0元。23年公司新兴装备业务毛利率回升至28.19%,收入占比40.06%,24Q1新兴装备业务收入占比进一步提升至45.07%。最新盈利预测明细如下:该股最近90天内共有13家机构给出评级,买入评级12家,增持评级1家;过去90天内机构目标均价为52.12。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042800000736.shtml","is_publish_highlight":false,"gpt_icon":0}],"profile":{"ret":0,"listingDate":"2021-09-07","address":"湖南省株洲市石峰区时代路","stockEarnings":[{"period":"1week","weight":-0.0623},{"period":"1month","weight":0.0046},{"period":"3month","weight":0.433},{"period":"6month","weight":0.2584},{"period":"1year","weight":0.0377},{"period":"ytd","weight":0.3135}],"companyName":"株洲中车时代电气股份有限公司","boardCode":"AI0037","perCapita":"15462股","boardName":"铁路、船舶、航空航天和其他运输设备制造业","registeredCapital":"141154万元","compareEarnings":[{"period":"1week","weight":0.0274},{"period":"1month","weight":0.0209},{"period":"3month","weight":0.1134},{"period":"6month","weight":0.0317},{"period":"1year","weight":-0.0657},{"period":"ytd","weight":0.0437}],"survey":" 株洲中车时代电气股份有限公司主要从事轨道交通装备产品的研发、设计、制造、销售并提供相关服务,具有“器件+系统+整机”的产业结构,产品主要包括以轨道交通牵引变流系统为主的轨道交通电气装备、轨道工程机械、通信信号系统等。十三五以来公司累计获批国家级项目45项;荣获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,综合科技创新实力领跑行业。2022年公司功率半导体与集成技术全国重点实验室顺利通过科技部评审验收,成功获批节能管控与测评铁路行业工程研究中心、湖南省列车自主运控系统工程技术研究中心资质。","serverTime":1714661689725,"listedPrice":31.38,"stockholders":"16811人(较上一季度减少3.17%)","compareStock":{"symbol":"000001.SH","name":"上证指数"}},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"时代电气(688187)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供时代电气(688187)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"时代电气,688187,时代电气股票,时代电气股票老虎,时代电气股票老虎国际,时代电气行情,时代电气股票行情,时代电气股价,时代电气股市,时代电气股票价格,时代电气股票交易,时代电气股票购买,时代电气股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"时代电气(688187)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供时代电气(688187)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}