时代电气降评级至“中性”，目标价升至43.9港元

高盛02-28

一、评级调整及目标价变化高盛发布研报，将时代电气 (03898)H股的评级从“买入”下调至“中性”，同时上调目标价，从35.1港元升至43.9港元。这一调整主要基于估值考量，反映了高盛对当前股价水平的看法。二、估值分析与股价表现高盛认为，时代电气目前的估值处于合理水平。其股价在年内已累计上涨18%，现交易于2026年预期市盈率11倍。根据高盛预测，2026年至2030年间，公司每股盈利的复合...

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