688187 时代电气
已收盘 09-04 15:00:01
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股市必读：时代电气新发布《H股公告》
证券之星 · 09-02
股市必读：时代电气新发布《H股公告》
时代电气（688187）披露截至2026年8月31日证券变动月报表，8月31日股价下跌1.22%
证券之星 · 08-31
时代电气（688187）披露截至2026年8月31日证券变动月报表，8月31日股价下跌1.22%
时代电气：坚持以技术研发为核心
证券之星 · 08-31
时代电气：坚持以技术研发为核心
时代电气：关于授予董事会回购H股的一般性授权的议案已获股东表决通过
证券之星 · 08-31
时代电气：关于授予董事会回购H股的一般性授权的议案已获股东表决通过
每周股票复盘：时代电气（688187）股东户数减少1.42%，户均持股市值153.72万元
证券之星 · 08-30
每周股票复盘：时代电气（688187）股东户数减少1.42%，户均持股市值153.72万元
股市必读：时代电气新发布《株洲中车时代电气股份有限公司关于参加2026年湖南辖区上市公司投资者网上集体接待日暨半年度业绩说明会活动的公告》
证券之星 · 08-27
股市必读：时代电气新发布《株洲中车时代电气股份有限公司关于参加2026年湖南辖区上市公司投资者网上集体接待日暨半年度业绩说明会活动的公告》
时代电气（688187）披露将参加2026年湖南辖区上市公司投资者网上集体接待日暨半年度业绩说明会，8月25日股价下跌0.44%
证券之星 · 08-25
时代电气（688187）披露将参加2026年湖南辖区上市公司投资者网上集体接待日暨半年度业绩说明会，8月25日股价下跌0.44%
Norges Bank增持时代电气(03898)113.51万股 每股作价约32.49港元
智通财经网 · 08-24
Norges Bank增持时代电气(03898)113.51万股 每股作价约32.49港元
时代电气(688187)8月20日股东户数2.65万户，较上期减少1.42%
证券之星 · 08-24
时代电气(688187)8月20日股东户数2.65万户，较上期减少1.42%
时代电气：光伏逆变器中标容量行业领先
证券之星 · 08-24
时代电气：光伏逆变器中标容量行业领先
时代电气：关于授予董事会回购H股的一般性授权的议案
证券之星 · 08-24
时代电气：关于授予董事会回购H股的一般性授权的议案
时代电气：公司保持利润分配政策的连续性和稳定性
证券之星 · 08-24
时代电气：公司保持利润分配政策的连续性和稳定性
时代电气：按照目前进度预估2027年中期有望达成第一阶段设计产能
证券之星 · 08-24
时代电气：按照目前进度预估2027年中期有望达成第一阶段设计产能
时代电气：高压功率半导体器件在新型电力系统领域国内市占率过半
证券之星 · 08-24
时代电气：高压功率半导体器件在新型电力系统领域国内市占率过半
时代电气：2026年中期公司功率半导体外销收入占比超过80%
证券之星 · 08-24
时代电气：2026年中期公司功率半导体外销收入占比超过80%
时代电气：双极产品、IGBT产品在HVDC领域已获得批量订单并在持续交付
证券之星 · 08-24
时代电气：双极产品、IGBT产品在HVDC领域已获得批量订单并在持续交付
大行评级丨美银：时代电气次季业绩逊预期，目标价降至43港元
中金财经 · 08-24
大行评级丨美银：时代电气次季业绩逊预期，目标价降至43港元
每周股票复盘：时代电气（688187）Q2净利增2.76%，拟每股派0.46元
证券之星 · 08-23
每周股票复盘：时代电气（688187）Q2净利增2.76%，拟每股派0.46元
时代电气（688187）2026年中报简析：营收净利润同比双双增长，公司应收账款体量较大
证券之星 · 08-21
时代电气（688187）2026年中报简析：营收净利润同比双双增长，公司应收账款体量较大
港股早盘反复扬升 恒指半日涨1.14% 中国生物制药（01177）涨16.18%
金吾财讯 · 08-20
港股早盘反复扬升 恒指半日涨1.14% 中国生物制药（01177）涨16.18%
暂无数据
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。公司于2013年获得工信部工业企业质量标杆企业，并于2016年获得第二届中国质量奖。
发行价格：
31.38
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公司公告汇总：截至2026年8月31日，时代电气H股与A股已发行股份、法定/注册股本及库存股数量均无变动。公司公告汇总H股公告株洲中车时代电气股份有限公司截至2026年8月31日的证券变动月报表显示，公司H股和A股的法定/注册股本及已发行股份均无变动。H股总数为461,795,900股，于香港联交所上市；A股总数为868,907,512股，在上海证券交易所上市。","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/RB2026090200001993.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","BK1171","LU0370786039.SGD","03898","LU1171460220.USD","BK1565","LU2279858448.HKD","IE0032431581.USD","LU0048580855.USD","BK0279","BK1116"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663099400","title":"时代电气（688187）披露截至2026年8月31日证券变动月报表，8月31日股价下跌1.22%","url":"https://stock-news.laohu8.com/highlight/detail?id=2663099400","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663099400?lang=zh_cn&edition=full","pubTime":"2026-08-31 22:06","pubTimestamp":1788185194,"startTime":"0","endTime":"0","summary":"截至2026年8月31日收盘，时代电气报收于47.08元，较前一交易日下跌1.22%，最新总市值为626.5亿元。该股当日开盘47.52元，最高47.52元，最低46.03元，成交额达3.28亿元，换手率为0.81%。近日，株洲中车时代电气股份有限公司发布截至2026年8月31日的证券变动月报表。公告显示，公司H股和A股的法定/注册股本及已发行股份均无变动。H股总数为461,795,900股，于香港联交所上市；A股总数为868,907,512股，在上海证券交易所上市。本月底注册股本总额为人民币1,330,703,412元。","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/RB2026083100036677.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":"stockstar","symbols":["LU2279858448.HKD","BK0279","BK1565","LU1171460220.USD","BK1171","161027","BK1116","LU0370786039.SGD","IE0032431581.USD","688187","LU0048580855.USD","03898"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663079536","title":"时代电气：坚持以技术研发为核心","url":"https://stock-news.laohu8.com/highlight/detail?id=2663079536","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663079536?lang=zh_cn&edition=full","pubTime":"2026-08-31 17:30","pubTimestamp":1788168627,"startTime":"0","endTime":"0","summary":"证券之星消息，时代电气(688187)08月31日在投资者关系平台上答复投资者关心的问题。投资者提问：尊敬的领导，您好。请问贵公司的核心竞争力是什么？另外未来三年的战略布局方向是怎样的？谢谢。时代电气回复：尊敬的投资者您好！因篇幅较长，请您翻阅年报中的“管理层讨论与分析 ——报告期内核心竞争力分析”章节。公司未来将继续坚持以技术研发为核心，秉持“高质量经营，高效率运营”理念，坚持“同心多元化”战略，在夯实提升轨道交通业务的基础上，逐步拓展轨道交通外市场，打造新的增长点。本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。责任编辑：刘浩然","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/RB2026083100023783.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":["LU2279858448.HKD","BK0279","03898","BK1116","688187","BK1565","IE0032431581.USD","LU1171460220.USD","LU0370786039.SGD","BK1171","LU0048580855.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663079557","title":"时代电气：关于授予董事会回购H股的一般性授权的议案已获股东表决通过","url":"https://stock-news.laohu8.com/highlight/detail?id=2663079557","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663079557?lang=zh_cn&edition=full","pubTime":"2026-08-31 17:30","pubTimestamp":1788168625,"startTime":"0","endTime":"0","summary":"证券之星消息，时代电气08月31日在投资者关系平台上答复投资者关心的问题。公司于2026年6月26日举行2025年年度股东会、2026年第一次A股类别股东会及2026年第一次H股类别股东会，《关于授予董事会回购H股的一般性授权的议案》已获股东表决通过，公司董事会将积极研究相关方案，如果实施将严格按照监管要求披露相关情况。","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/RB2026083100023782.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":["03898","LU0370786039.SGD","IE0032431581.USD","LU1171460220.USD","688187","BK1116","LU0048580855.USD","BK1565","LU2279858448.HKD","BK1171","BK0279"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663010718","title":"每周股票复盘：时代电气（688187）股东户数减少1.42%，户均持股市值153.72万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2663010718","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663010718?lang=zh_cn&edition=full","pubTime":"2026-08-30 04:19","pubTimestamp":1788034749,"startTime":"0","endTime":"0","summary":"截至2026年8月28日收盘，时代电气报收于47.66元，较上周的47.6元上涨0.13%。本周，时代电气8月24日盘中最高价报48.49元。本周关注点股本股东变化：股东户数较上期减少1.42%，户均持股市值为153.72万元公司公告汇总：公司将参加2026年湖南辖区上市公司投资者网上集体接待日暨半年度业绩说明会股本股东变化股东户数变动截至2026年8月20日，公司股东户数为2.65万户，较8月10日减少383.0户，减幅1.42%。","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/RB2026083000001336.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":["BK1116","03898","LU0370786039.SGD","BK1565","IE0032431581.USD","LU0048580855.USD","BK0279","BK1171","LU2279858448.HKD","LU1171460220.USD","688187"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662495407","title":"股市必读：时代电气新发布《株洲中车时代电气股份有限公司关于参加2026年湖南辖区上市公司投资者网上集体接待日暨半年度业绩说明会活动的公告》","url":"https://stock-news.laohu8.com/highlight/detail?id=2662495407","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662495407?lang=zh_cn&edition=full","pubTime":"2026-08-27 02:20","pubTimestamp":1787768427,"startTime":"0","endTime":"0","summary":"截至2026年8月26日收盘，时代电气报收于47.51元，上涨0.21%，换手率0.5%，成交量4.39万手，成交额2.1亿元。公司公告汇总：时代电气将于2026年9月2日14:30至17:00参加湖南辖区上市公司投资者网上集体接待日暨半年度业绩说明会，通过全景路演平台以网络远程方式与投资者交流。活动时间为2026年9月2日14:30至17:00，公司高管将就2025年至2026年半年度业绩、公司治理、发展战略、经营状况和可持续发展等与投资者进行交流。","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/RB2026082700006826.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":["LU1171460220.USD","BK1116","LU2279858448.HKD","688187","03898","LU0370786039.SGD","BK0279","LU0048580855.USD","IE0032431581.USD","BK1565","BK1171"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662486758","title":"时代电气（688187）披露将参加2026年湖南辖区上市公司投资者网上集体接待日暨半年度业绩说明会，8月25日股价下跌0.44%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662486758","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662486758?lang=zh_cn&edition=full","pubTime":"2026-08-25 22:17","pubTimestamp":1787667457,"startTime":"0","endTime":"0","summary":"截至2026年8月25日收盘，时代电气报收于47.41元，较前一交易日下跌0.44%，最新总市值为630.89亿元。该股当日开盘47.59元，最高47.8元，最低46.77元，成交额达1.48亿元，换手率为0.36%。近日，株洲中车时代电气股份有限公司发布关于参加2026年湖南辖区上市公司投资者网上集体接待日暨半年度业绩说明会活动的公告。公司高管将就2025年至2026年半年度业绩、公司治理、发展战略、经营状况和可持续发展等与投资者进行交流。","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/RB2026082500050541.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":["BK1116","LU2279858448.HKD","LU1171460220.USD","BK0279","IE0032431581.USD","03898","BK1565","LU0048580855.USD","BK1171","688187","LU0370786039.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661827580","title":"Norges Bank增持时代电气(03898)113.51万股 每股作价约32.49港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2661827580","media":"智通财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661827580?lang=zh_cn&edition=full","pubTime":"2026-08-24 18:58","pubTimestamp":1787569134,"startTime":"0","endTime":"0","summary":"8月20日，Norges Bank增持时代电气(03898)113.51万股，每股作价32.4911港元，总金额约为3688.06万港元。","market":"us","thumbnail":"https://img.zhitongcaijing.com/image/20260824/20260824185945_22396.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260824/20260824185945_22396.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1484369.html","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":"highlight_zhitongcaijin","symbols":["688187","LU2279858448.HKD","ENOR","BK1565","BK1116","BK1171","03898","LU1171460220.USD","LU0048580855.USD","LU0370786039.SGD","EWH","IE0032431581.USD","BK0279"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661222210","title":"时代电气(688187)8月20日股东户数2.65万户，较上期减少1.42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2661222210","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661222210?lang=zh_cn&edition=full","pubTime":"2026-08-24 17:30","pubTimestamp":1787563834,"startTime":"0","endTime":"0","summary":"证券之星消息，近日时代电气披露，截至2026年8月20日公司股东户数为2.65万户，较8月10日减少383.0户，减幅为1.42%。户均持股数量由上期的3.23万股增加至3.27万股，户均持股市值为153.72万元。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8月20日，轨交设备行业平均股东户数为4.43万户。从股价来看，2026年8月10日至2026年8月20日，时代电气区间跌幅为6.44%，在此期间股东户数减少383.0户，减幅为1.42%。","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/RB2026082400024403.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688187","LU2279858448.HKD","LU0048580855.USD","03898","LU0370786039.SGD","BK1171","BK1565","BK0279","IE0032431581.USD","BK1116","LU1171460220.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661222197","title":"时代电气：光伏逆变器中标容量行业领先","url":"https://stock-news.laohu8.com/highlight/detail?id=2661222197","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661222197?lang=zh_cn&edition=full","pubTime":"2026-08-24 16:24","pubTimestamp":1787559872,"startTime":"0","endTime":"0","summary":"受光伏行业短期供需格局调整及政策节奏切换影响，2026年上半年国内光伏新增装机72.07GW，同比下滑约66%，终端项目开工节奏放缓直接导致公司当期新签订单转化为收入的规模收缩。目前行业整体处于深度调整期，从整体趋势来看，中国光伏行业协会指出行业正由前期的高速增长向平稳发展转变。但公司上半年光伏逆变器中标容量行业领先，未来具备良好发展空间。","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/RB2026082400021299.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":["BK1171","LU0370786039.SGD","LU0048580855.USD","LU1171460220.USD","IE0032431581.USD","03898","688187","LU2279858448.HKD","BK1116","BK0279","BK1565"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661722118","title":"时代电气：关于授予董事会回购H股的一般性授权的议案","url":"https://stock-news.laohu8.com/highlight/detail?id=2661722118","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661722118?lang=zh_cn&edition=full","pubTime":"2026-08-24 16:24","pubTimestamp":1787559867,"startTime":"0","endTime":"0","summary":"证券之星消息，时代电气(688187)08月24日在投资者关系平台上答复投资者关心的问题。投资者提问：请问贵司中报公布后，是否会继续择机回购港股时代电气回复：尊敬的投资者您好！公司于2026年6月26日举行2025年年度股东会、2026年第一次A股类别股东会及2026年第一次H股类别股东会，《关于授予董事会回购H股的一般性授权的议案》已获股东表决通过，公司董事会将积极研究相关方案，如果实施将严格按照监管要求披露相关情况。本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。责任编辑：刘浩然","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/RB2026082400021286.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":["03898","BK1565","LU1171460220.USD","BK0279","LU2279858448.HKD","IE0032431581.USD","BK1171","BK1116","LU0048580855.USD","688187","LU0370786039.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661221674","title":"时代电气：公司保持利润分配政策的连续性和稳定性","url":"https://stock-news.laohu8.com/highlight/detail?id=2661221674","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661221674?lang=zh_cn&edition=full","pubTime":"2026-08-24 16:21","pubTimestamp":1787559674,"startTime":"0","endTime":"0","summary":"具体每个年度的现金分红比例由公司董事会根据年度盈利情况、资金需求、发展阶段等因素制定分红建议和预案。公司2025年度股东会已授权董事会制定并实施2026年中期利润分配。综合考虑投资者的回报需求和公司的长远发展，公司拟向全体股东每10股派发现金股利人民币4.6元分配2026年半年度股息，以此计算合计派发现金红利约人民币6.12亿元，占公司2026年半年度合并报表归属上市公司股东净利润的 35.75%。上述回购的股份均已全部完成注销。","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/RB2026082400020920.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":["BK1171","LU0370786039.SGD","LU0048580855.USD","LU1171460220.USD","IE0032431581.USD","03898","688187","LU2279858448.HKD","BK1116","BK0279","BK1565"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661640221","title":"时代电气：按照目前进度预估2027年中期有望达成第一阶段设计产能","url":"https://stock-news.laohu8.com/highlight/detail?id=2661640221","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661640221?lang=zh_cn&edition=full","pubTime":"2026-08-24 16:21","pubTimestamp":1787559672,"startTime":"0","endTime":"0","summary":"证券之星消息，时代电气(688187)08月24日在投资者关系平台上答复投资者关心的问题。投资者提问：请问8英寸SiC当前稼动率、2026年底目标、以及剩余24亿在建工程的转固节奏（折旧压力何时见顶）时代电气回复：尊敬的投资者您好！目前公司SiC产线持续爬坡，产能逐步提升，工艺水平可以支撑第五代SiC技术迭代，按照目前进度预估2027年中期有望达成第一阶段设计产能。本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。责任编辑：刘浩然","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/RB2026082400020917.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":["LU2279858448.HKD","IE0032431581.USD","688187","BK1116","LU0048580855.USD","BK1565","LU0370786039.SGD","BK0279","LU1171460220.USD","BK1171","03898"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661221333","title":"时代电气：高压功率半导体器件在新型电力系统领域国内市占率过半","url":"https://stock-news.laohu8.com/highlight/detail?id=2661221333","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661221333?lang=zh_cn&edition=full","pubTime":"2026-08-24 16:15","pubTimestamp":1787559321,"startTime":"0","endTime":"0","summary":"证券之星消息，时代电气(688187)08月24日在投资者关系平台上答复投资者关心的问题。投资者提问：请问今年公司在换流阀晶闸管/IGCT/压接式IGBT的市场份额、单条特高压线路对应的器件价值量分别数据是多少？请用最新数据回答，之前笼统的回复市占率60%我已经知道。时代电气回复：尊敬的投资者您好！特高压线路功率半导体器件价值量取决于线路特点、设计参数、电压电流规格、器件要求等多项指标，各条线路没有固定价值量，公司高压功率半导体器件在新型电力系统领域国内市占率过半。本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。责任编辑：刘浩然","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/RB2026082400020313.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2279858448.HKD","BK1171","03898","BK1565","IE0032431581.USD","LU0048580855.USD","LU0370786039.SGD","688187","LU1171460220.USD","BK1116","BK0279"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661221343","title":"时代电气：2026年中期公司功率半导体外销收入占比超过80%","url":"https://stock-news.laohu8.com/highlight/detail?id=2661221343","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661221343?lang=zh_cn&edition=full","pubTime":"2026-08-24 16:15","pubTimestamp":1787559316,"startTime":"0","endTime":"0","summary":"证券之星消息，时代电气08月24日在投资者关系平台上答复投资者关心的问题。投资者提问：贵司7 月功率半导体行业发出的提价函对时代电气外销半导体收入的影响？2026年中期公司功率半导体外销收入占比超过80%。","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/RB2026082400020304.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":"stockstar","symbols":["LU2279858448.HKD","BK1171","03898","BK1565","IE0032431581.USD","LU0048580855.USD","LU0370786039.SGD","688187","LU1171460220.USD","BK1116","BK0279"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661218492","title":"时代电气：双极产品、IGBT产品在HVDC领域已获得批量订单并在持续交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2661218492","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661218492?lang=zh_cn&edition=full","pubTime":"2026-08-24 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11:37","pubTimestamp":1787542622,"startTime":"0","endTime":"0","summary":"美银证券发表报告指，时代电气第二季收入同比增长4%至80亿元，低于该行预期5%。毛利率为32.5%，同比上升1.4个百分点，但按季下降0.8个百分点，高于该行预期的31.3%。净利润为11亿元，同比上升3%，但低于该行预期的12亿元14%，主要因研发费用较高及汇兑损失。考虑次季业绩后，该行将2026至28年各年盈利预测分别下调5%、4%及3%，主要因营运开支假设上调；目标价由44港元降至43港元，反映修订后的盈利预测，重申“中性”评级，认为其新兴装备业务短期盈利能力存在压力，惟部分被铁路后市场的长期机遇及新兴装备市占率提升所抵销。","market":"hk","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/20260824/32344482.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":["EWH","03898","688187"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661388214","title":"每周股票复盘：时代电气（688187）Q2净利增2.76%，拟每股派0.46元","url":"https://stock-news.laohu8.com/highlight/detail?id=2661388214","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661388214?lang=zh_cn&edition=full","pubTime":"2026-08-23 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港股早盘反复扬升，截至午间收盘，恒指涨1.14%，国企指数涨1.42%，恒生科技指数涨1.54%。中国生物制药涨16.18%，石药集团涨13.47%，老铺黄金涨11.39%，周大福涨7.18%，药明生物涨6.47%。毛利率预计由2025年的55%下降至2026年的51%，经调整净利润率亦由14.5%大幅降至7%，相当于约95亿元人民币。海丰国际半日涨6.02%。详细来看，今年上半年归属于上市公司股东的净利润17.12亿元，同比增长2.44%；基本每股收益1.25元。期内实现营业收入130.71亿元，同比增长7.01%。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/NzMyOTI2MTc2NzYxOTM1NTM3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NzMyOTI2MTc2NzYxOTM1NTM3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988792","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":null,"symbols":["07500","LU0310800965.SGD","LU1226287875.USD","LU2097828631.EUR","LU2476274308.USD","BK1541","LU1328277881.USD","LU0211977185.USD","LU1226287529.USD","00291","BK1518","LU0463099449.HKD","LU2187417386.USD","HHImain","LU0880133367.SGD","BK1601","LU0516422440.USD","IE0034224299.USD","HK0000306701.USD","03067","BK1521","SG9999001051.SGD","LU0791591158.USD","LU0417516902.SGD","BK1576","IE00BZ08YR35.GBP","LU0029874061.USD","SG9999003461.SGD","80291","LU0516422366.SGD","LU0181495838.USD","02696","BK1575","03033","LU0359201612.USD","LU1008478684.HKD","LU1226288170.HKD","LU1152091754.HKD","LU1188198961.HKD","IE0003895053.USD","LU1769817179.HKD","LU2351347302.SGD","LU0039217434.USD","01877","BK1610","BK1565","LU0516423174.USD","LU2929501877.USD","BK1608","LU1769817096.USD","LU0543330483.HKD","KSTmain","01548","ZTO","LU1961090484.USD","688180","BK1151","BK1545","LU1046422090.SGD","TCHI","BK1587","03898","IE00B29SXG58.USD","LU1813983027.USD","BK1589","LU2097828557.USD","LU0320764599.SGD","03419","BK1161","IE00BZ08YS42.EUR","LU0048580855.USD","BK1516","BK1103","02013","BK1578","CRHKY","HK0000165453.HKD","03423","BK1607","LU0862451753.SGD","03032","07226","LU0890818403.SGD","LU1303224171.USD","LU1366334651.USD","LU0043850808.USD","07300","HSTECH","LU0067412154.USD","LU0348825331.USD","LU0348827113.USD","IE00B12V2V27.USD","HK0000320264.USD","LU2242644610.SGD","BK1574","LU0314109678.HKD","LU2279858448.HKD","LU0572944931.SGD","03088","09088","02833","688187","LU0417516571.SGD","CJEWY","LU1794554557.SGD","HK0000288784.HKD","LU1880383366.USD","LU0029875118.USD","BK1590","LU0823426480.USD","LU1688375341.USD","LU2399975544.HKD","09926","DRGN","BK1193","01024","LU1328615791.USD","BK1526","LU0326950275.SGD","LU2488822045.USD","82800","LU0128522157.USD","09626","IE00BZ08YT58.USD","BK1604","LU0320764755.SGD","LU0348767384.USD","LU0370786039.SGD","01177","LU0634319403.HKD","LU0307460666.USD","BK1515","03347","BK1180","01093","LU0588546209.SGD","LU1770034418.SGD","LU0052750758.USD","LU0862451837.USD","LU1267930227.SGD","LU1251922891.USD","01929","80992","09067","LU0264606111.USD","LU2097828805.USD","09115","LU0417516738.SGD","SG9999002463.SGD","IE0008369823.USD","LU0823426308.USD","LU1720050803.USD","LU1960683339.HKD","LU0051755006.USD","KURE","03037","81024","LU0572940350.SGD","BK1570","LU0348783233.USD","BK1141","LU0856984785.SGD","LNVGY","BK1502","IE0003795394.USD","LU0359202008.SGD","SEA","LU0561508036.HKD","SG9999002562.SGD","LU0049112450.USD","SOCL","BK1207","LU1951186391.HKD","BK1116","HK0000288743.USD","LU0072913022.USD","LU1366334578.USD","LU0327786744.USD","SG9999011746.SGD","LU1969619763.USD","LU0572939691.SGD","01308","688331","IE0031814852.USD","LU0979878070.USD","BK1510","LU0210526637.USD","BK1095","BK1104","HK0000306685.HKD","IE00B0JY6N72.USD","IE0003851619.USD","03417","LU1171460220.USD","LU0315179316.USD","HK0000320223.HKD","LU0140636845.USD","LU0348735423.USD","LU2039709279.SGD","BK1227","BK1618","LU1226287792.SGD","IE00B543WZ88.USD","WXXWY","IE00BYTNYN87.SGD","MCHmain","SBHMY","LU1235295612.USD","02800","BILI","LU2097828714.EUR","83115","LU1226288253.USD","SG9999006514.SGD","SG9999004220.SGD","09995","SG9999014674.SGD","BK1602","LU0672654166.SGD","02057","LU1242518931.SGD","LU2097828474.EUR","LU0128526141.USD","LU0328353924.USD","LU3063872942.SGD","BK1583","SG9999006597.SGD","LU0456827905.SGD","06181","LU0593848301.USD","BK1544","LU1152091168.USD","SGXZ90724238.SGD","03115","LU0540923850.HKD","02269","IE00B031HY20.USD","IE00BPRC5H50.USD","SG9999001069.SGD","LU0052756011.USD","LU0708995583.HKD","BK1109","01044","BOAT","LU0348766576.USD","LU0516423091.SGD","LU1242518857.USD","LU0501845795.SGD","BK1224","LU1719994722.HKD","BK1615","HEGIY","LU0456846285.SGD","HSI","IE00BYQNZ168.SGD","BK1588","LU1023057109.AUD","IE00B5MMRT66.SGD","LU1807302812.USD","IE0032431581.USD","07552","BK1500","BK1591","07200","BK1171","300347","513600","LU0244354667.USD","BK1191","LU0348784397.USD","SG9999001093.SGD","LU0516422952.EUR","IE00B0169L03.USD","LU2778985437.USD","LU1993786604.SGD","LU2476274720.SGD","LU0819121731.USD","LU0791590937.USD","00992","LU0128525689.USD","LU0359201885.HKD","LU2328871848.SGD","02837","IE0008368742.USD"],"isVideo":false,"video":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