Group 1 - Harbin Electric's stock rose over 5%, reaching HKD 7.92 with a trading volume of HKD 47.97 million [1] - The company reported a total revenue of approximately RMB 22.696 billion for the first half of 2025, a year-on-year increase of 31.49% [1] - Net profit attributable to the parent company was around RMB 1.051 billion, reflecting a year-on-year growth of 101.06% [1] Group 2 - The company achieved a formal contract signing amount of RMB 35.561 billion, up 36.64% year-on-year [1] - Export orders reached RMB 11.874 billion, marking a significant year-on-year increase of 945.25% [1] - UBS initiated a "Buy" rating for Harbin Electric with a target price of HKD 9.6, forecasting a compound annual growth rate of 19% in earnings per share from 2024 to 2029 [2] Group 3 - The report anticipates a 25% average annual growth rate in gross profit for nuclear equipment in China from 2025 to 2028 [2] - Each new small modular reactor (SMR) is expected to generate approximately RMB 620 million in revenue for Harbin Electric [2] - There is increased market confidence in the nuclear power outlook and Harbin Electric's order execution capabilities, suggesting potential for re-rating [2]
港股异动 | 哈尔滨电气(01133)涨超5% 上半年归母净利同比翻倍增长 瑞银给予目标价9.6港元