Core Viewpoint - Harbin Electric (01133) has seen its stock price surge over 500% this year, with a current increase of 6.23% to HKD 14.32, reflecting strong market performance and investor interest [1] Industry Summary - UBS has expressed a more optimistic outlook on China's electricity market demand, projecting an 8% growth from 2028 to 2030, which is double their previous forecast [1] - The firm has identified structural drivers such as artificial intelligence data centers, exports, and electrification as key factors influencing this demand growth [1] - The adjustments in UBS's forecast indicate increased confidence in the construction of AI data centers, accelerated growth in electricity exports, and a faster pace of electrification, which will benefit capital expenditures in power equipment and grid infrastructure starting next year [1] Company Summary - Harbin Electric is highlighted as a preferred stock by UBS, benefiting from the anticipated growth in the electricity sector driven by the aforementioned factors [1]
港股异动 | 哈尔滨电气(01133)涨超6% 年内股价已飙升逾5倍 瑞银看好中国电力市场需求