研报掘金丨开源证券：维持平高电气“买入”评级，看好公司长期发展前景_老虎社区_美港股上老虎

研报掘金丨开源证券：维持平高电气“买入”评级，看好公司长期发展前景

格隆汇2025-08-22

开源证券研报指出，平高电气在手订单充裕，上半年经营业绩持续高质量增长。截至2025年6月末，公司合同负债17.15亿元，较2024年末增加5.17亿元。2025H1公司电网市场持续巩固，输变电设备/特高压设备中标44.80/4.61亿元，yoy+49.2%/+62.6%，市占率居前；网外订单持续突破，中标3家央企大客户框架，再次中标中广核项目，实现1000千伏GIL网外市场首次应用，签订中煤变电站...

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