港股异动 | 时代电气(03898)再涨超4% 轨交装备业务企稳回升公司已完成跨行业跨领域布局

智通财经07-10

智通财经APP获悉，时代电气(03898)再涨超4%，截至发稿，涨3.87%，报32.2港元，成交额8714.88万港元。山西证券指出，时代电气已经完成从轨交到“大交通”与“新能源”跨行业、跨领域布局。中短期，轨交装备需求复苏、维保增量、城轨信号系统业务有望共同推动公司业务进入新阶段；功率半导体产能投产，有望进一步帮助公司扩大市场份额，优化产品结构，并支撑系统业务发展。中长期，公司有望形成大交通与...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2450887009?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-07-10 10:34","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2450887009","market":"us","top_or_hot":-1,"title":"港股异动 | 时代电气(03898)再涨超4% 轨交装备业务企稳回升 公司已完成跨行业跨领域布局","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，时代电气(03898)再涨超4%，截至发稿，涨3.87%，报32.2港元，成交额8714.88万港元。山西证券指出，时代电气已经完成从轨交到“大交通”与“新能源”跨行业、跨领域布局。中短期，轨交装备需求复苏、维保增量、城轨信号系统业务有望共同推动公司业务进入新阶段；功率半导体产能投产，有望进一步帮助公司扩大市场份额，优化产品结构，并支撑系统业务发展。中长期，公司有望形成大交通与...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1148387.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 时代电气(03898)再涨超4% 轨交装备业务企稳回升 公司已完成跨行业跨领域布局</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 时代电气(03898)再涨超4% 轨交装备业务企稳回升 公司已完成跨行业跨领域布局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-10 10:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1148387.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，时代电气(03898)再涨超4%，截至发稿，涨3.87%，报32.2港元，成交额8714.88万港元。山西证券指出，时代电气已经完成从轨交到“大交通”与“新能源”跨行业、跨领域布局。中短期，轨交装备需求复苏、维保增量、城轨信号系统业务有望共同推动公司业务进入新阶段；功率半导体产能投产，有望进一步帮助公司扩大市场份额，优化产品结构，并支撑系统业务发展。中长期，公司有望形成大交通与...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1148387.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1565","symbol_name":"高铁基建股","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1148387.html","article_id":"2450887009","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2450887009","pubTimestamp":1720578879,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，时代电气再涨超4%，截至发稿，涨3.87%，报32.2港元，成交额8714.88万港元。山西证券指出，时代电气已经完成从轨交到“大交通”与“新能源”跨行业、跨领域布局。中长期，公司有望形成大交通与新能源两翼齐飞局面，实现跨越式发展。国信证券指出，中低压产品出货量持续回暖，毛利率有望迎来阶段性的企稳修复；IGBT模块产品短期价格与需求进入调整阶段；碳化硅车型加速推出。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"688187":"时代电气","BK1565":"高铁基建股","HSCEI":"国企指数","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","07226":"XL二南方恒科","BK1171":"建筑机械与重型卡车","YANG":"三倍做空富时中国ETF-Direxion","HSTECH":"恒生科技指数","BK0279":"运输设备","BK1116":"电气部件与设备","03898":"时代电气"},"translate_title":"Hong Kong stocks changed Times Electric (03898) rose more than 4%, the rail transit equipment business stabilized and rebounded, and the company has completed cross-industry and cross-field layout","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688187":1,"03898":1,"07226":1,"HSCEI":1,"HSTECH":1,"YANG":1},"content_text":"智通财经APP获悉，时代电气(03898)再涨超4%，截至发稿，涨3.87%，报32.2港元，成交额8714.88万港元。山西证券指出，时代电气已经完成从轨交到“大交通”与“新能源”跨行业、跨领域布局。中短期，轨交装备需求复苏、维保增量、城轨信号系统业务有望共同推动公司业务进入新阶段；功率半导体产能投产，有望进一步帮助公司扩大市场份额，优化产品结构，并支撑系统业务发展。中长期，公司有望形成大交通与新能源两翼齐飞局面，实现跨越式发展。国信证券指出，中低压产品出货量持续回暖，毛利率有望迎来阶段性的企稳修复；IGBT模块产品短期价格与需求进入调整阶段；碳化硅车型加速推出。中短期维度下，受益于降价与扩产增速收敛细分领域头部公司份额与盈利能力有望得到阶段性修复，中低压产品率先步入改善阶段，中高压产品部分仍处于调整期。建议关注时代电气等。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"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":"4.26.2","shortVersion":"4.26.2","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},"href":"/m/news/2450887009"}

港股异动 | 时代电气(03898)再涨超4% 轨交装备业务企稳回升 公司已完成跨行业跨领域布局

精彩评论

港股异动 | 时代电气(03898)再涨超4% 轨交装备业务企稳回升公司已完成跨行业跨领域布局