异动解读｜哈尔滨电气盘中上涨5.4%，半年报盈喜叠加核电里程碑催化

行情直击08-05

8月5日，哈尔滨电气盘中上涨5.4%，报17.58港元，成交额3332.25万港元。

消息面上，公司此前发布正面盈利预告，预计上半年归母净利润约17亿元人民币，同比增长61.9%，远超市场预期。8月1日，海南昌江核电二期3号机组（华龙一号）实现并网发电，哈尔滨电气为该机组提供了汽轮发电机组、核主泵等关键核心设备。此外，瑞银此前指出公司8月潜在纳入港股通构成额外重估催化剂。花旗维持"买入"评级，目标价24港元，认为公司将受惠于"十五五"规划下新增水电及核电产能。当前电力设备板块受AI算力需求与全球电网升级双轮驱动，行业景气度持续上行。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

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。

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