论文部分内容阅读
国家发改委要求今后上马的火电站必须采取空冷技术,专家预计,今后5年,国内空冷器市场将有100-150亿元的需求。哈空调是国内唯一一家获得大型电站空冷设备投标资格的企业,公司也在和境外公司接触以求提升技术水平,这些有利因素使市场预期哈空调将从大型电站空冷器市场获益。国泰君安分析师给出了“增持”的评级,但也有研究员认为这种预期要变为现实还需时日,建议短期观望。不过从该股市场表现看,股价的拐点似乎已悄然来临。
The National Development and Reform Commission requires that the thermal power plant launched in the future must adopt air-cooling technology. Experts predict that the domestic air-cooled market will have a demand of 10-15 billion yuan in the next five years. Harbin Air Conditioning is the only company in the country that has obtained qualifications for bidding for large-scale air-cooled air-conditioning equipment. The company is also in contact with overseas companies to improve its technical level. These favorable factors make the market expect Harbin air-conditioning to benefit from the air-cooler market for large-scale power plants. Guotai Junan analysts gave a rating of “overweight”, but some researchers believe that this expectation will take time to become a reality and suggest short-term wait-and-see. However, from the performance of the stock market, the inflection point of the stock price seems to have quietly come.