港股异动 | 赛晶科技(00580)涨超10% 近日签订甘电入浙工程6.24亿元电力电子器件协议

智通财经网09-19

智通财经APP获悉，赛晶科技(00580)涨超10%，截至发稿，涨9.89%，报1港元，成交额257.04万港元。

消息面上，赛晶科技近日发布公告称，公司旗下一家附属公司作为供方，与常州博瑞电力自动化设备有限公司、南京南瑞半导体有限公司、许继电气股份有限公司、西安西电电力系统有限公司及荣信汇科电气股份有限公司共计五方签订六方协议，采购总金额达人民币6.24亿元的电力电子器件，应用于甘肃-浙江±800千伏特高压直流输电工程。

中信证券研报指出，特高压面向支撑中西部新能源并网的核心诉求，行业需求具备紧迫性和持续性。赛晶科技公告采购协议，再次明确了柔直换流阀的核心设备需求。目前柔直项目储备丰富，结合海风和海外需求，相关设备及零部件环节有望逐步进入业绩兑现期。

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