研报掘金丨中信建投:中国中车将同时受益于新增市场与设备更新,维持“买入”评级

格隆汇
04 Nov 2024

中信建投证券研报指出,中国中车(601766.SH)2024Q3业绩稳步提升,四大业务板块中铁路装备收入增速领先,其中动车组收入大增87.34%,带动盈利水平提升。展望2024全年及远期,公司将同时受益于新增市场与设备更新。1)新增市场:2024年前三季度铁路客运量增长13.8%,为应对春运需求,年底动车组招标仍有预期空间。2)修理改装:前三季度修理改装收入约300亿元,同比有较大增长;动车组高级...

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