国金证券给予禾望电气买入评级，传统业务大幅增长，出海继续提速

每日经济新闻2025-04-13

国金证券04月13日发布研报称，给予禾望电气（603063.SH，最新价：29.65元）买入评级。评级理由主要包括：1）受益于风电抢装需求，新能源业务收入高增；2）工程传动业务大幅增长，国产替代加速。风险提示：新能源装机不及预期；竞争加剧超预期；数据中心业务不及预期。AI点评：禾望电气近一个月获得4份券商研报关注，买入3家，平均目标价为41.5元，与最新价29.65元相比，高11.85元，目标均价...

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