国金证券给予中国中车买入评级,动车组招标超预期,铁路装备需求持续复苏

每日经济新闻
06 Nov 2024

国金证券11月06日发布研报称,给予中国中车(601766.SH,最新价:8.66元)买入评级。评级理由主要包括:1)铁路投资增长提速+客运量持续提升+动车组招标量超预期,看好公司动车组收入长期增长;2)动车组五级修招标量高增,看好动车组维保业务高增;3)政策鼓励设备更新,老旧内燃机车更新有望加速。风险提示:铁路固定资产投资不及预期;海外业务拓展不及预期;新产业发展不及预期;汇率波动风险。  AI...

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