异动解读 | 中国中车盘中大涨5.17% 近期签订逾690亿元大单及新产品发布利好预期

异动解读
31 Dec 2024

中国中车(01766)今日盘中股价大涨5.17%,引发市场关注。

公司公布,于今年8至12月期间签订了若干项合同,合计金额约693.5亿元人民币,约占公司去年营业收入的三成。这些大单的获得,提振了市场对公司未来订单及业绩的信心。

另外,中国中车近期亦发布了CR450新型高速动车组样车,这使得公司高速动车组产品线进一步丰富和升级。随着这一高速动车组逐步投入商业运营,公司铁路装备业务的盈利能力有望进一步提高。此外,公司今年亦推出7款新能源机车产品,有望受益于机车更新替换进程。

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