东吴证券10月31日发布研报称,给予中国中车(601766.SH,最新价:8.52元)买入评级。评级理由主要包括:1)业绩基本符合预期,2024Q3单季度营收同比+12.22%;2)盈利能力略有下降,销售/管理费用率下降经营提质增效;3)铁路固定资产投资复苏,公司铁路装备业务乘势而上。风险提示:铁路固定资产投资不及预期,动车组招标不及预期,动车组高级修招标释放节奏不及预期。 AI点评:中国中车近...
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