海通国际：予平高电气“优大于市”评级 未来2年公司将迎来收入兑现高峰期

北证50尾盘涨幅再次扩大至10%，此前涨幅一度收窄至4%。北交所今日发布公告，对近期涨幅异常的“凯华材料”“志晟信息”“华阳变速”等进行重点监控，将加强交易监管。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/204/w1288h2116/20231127/2328-d58ef944c21dd8460974ae2f3898de02.jpg"]},"commentid":"live:finance-152-3384217:0","compere_id":0,"creator":"mingliang10@staff.sina.com.cn","mender":"mingliang10@staff.sina.com.cn","create_time":"2023-11-27 14:46:09","update_time":"2023-11-27 14:46:56","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"20231127144629","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[{"market":"cn","symbol":"bj899050","key":"北证50"},{"market":"cn","symbol":"bj831526","key":"凯华材料"},{"market":"cn","symbol":"bj832171","key":"志晟信息"},{"market":"cn","symbol":"bj839946","key":"华阳变速"}],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0"}","old_live_cid":"0","tab":"","is_repeat":"0","tag":[{"id":"9","name":"焦点"}],"like_nums":0,"comment_list":{"list":[{"mid":"65643B74-7B95114E-1CD4837FA-922-800","comment_mid":"0","channel":"live","newsid":"finance-152-3384217","news_mid":"0","channel_source":"","newsid_source":"","news_mid_source":"0","status":"M_CHKWAIT","time":"2023-11-27 14:47:16","agree":"0","hot":"0","against":"1701067637","length":"13","rank":"0","vote":"0","level":"1","parent":"","parent_mid":"0","thread":"","thread_mid":"0","uid":"7739029498","nick":"用户7739029498","usertype":"financeapp","content":"去球了，屎一样的市场，畸形","ip":"","config":"wb_verified=0&wb_screen_name=用户7739029498&area=河南郑州&wb_user_id=7739029498&withMobile=&followers_count=3&wb_description=&client_port=55674&wb_profile_img=https://tvax2.sinaimg.cn/crop.0.0.132.132.50/008rKb6qly4gz9drwq1doj303o03oglg.jpg&wb_verified_type=&wb_time=1701067636&city_code=CN41010000000000&layer=1&show_loc=1","profile_img":"https://tvax2.sinaimg.cn/crop.0.0.132.132.50/008rKb6qly4gz9drwq1doj303o03oglg.jpg","parent_uid":"0","parent_nick":"","parent_profile_img":"","area":"河南郑州","status_uid":"0","comment_imgs":null,"status_cmnt_mid":"","import_type":"","media_type":"0","audio":"","video":"","openid":"","login_type":"0","batch_type":"","check_type":"1","status_show":"1","code":"4001","layer":"1","show_loc":"1","top_desc":"","thread2":"","status2":"M_CHKWAIT","content_ext":{"reply":0,"weibourl":"","videoinfo":""},"is_hot":"0","is_top":"0","parent_new":"","count_layer":"0","did":"","is_agree":"0","has_my":""}],"total":1,"thread_show":1,"qreply":0,"qreply_show":0,"show":1},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3384216,"zhibo_id":152,"type":0,"rich_text":"【海通国际：予平高电气“优大于市”评级 未来2年公司将迎来收入兑现高峰期】海通国际研报指出，平高电气(600312.SH)Q3业绩略超市场预期，公司将充分收益于电网投资加速。公司连续中标项目，9月16日，公司公告中标国网2023年第六十三批采购，中标金额合计约为8.44亿元；10月10日，公司公告中标国网2023年第六十八/六十四/八十四批采购，中标金额合计约为6.50亿元。未来2年公司将迎来收入兑现高峰期。基于公司订单规模及交付情况，根据DCF模型，该行维持15.65元/股的目标价及“优大于市”评级。