时代电气现涨超2% 公司有望形成大交通与新能源两翼齐飞局面

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时代电气早盘曾涨逾4%，涨幅现收窄至上涨2.17%，报30.65港元，成交额7595.25万万港元。山西证券发布研报认为，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，公司以“器件-部件-系统”构建产品矩阵，平台型电气解决方案提供商宏图已经展现，系统业务市场份额不断...

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