上海证券11月06日发布研报称,给予时代电气(688187.SH,最新价:52.74元)买入评级。评级理由主要包括:1)10月31日,公司发布2024年三季度报告;2)铁路机车绿色低碳转型政策传递积极信号,轨交业务增长动力强劲;3)新能源电驱系统交付再上台阶,功率半导体产能提升助力规模效应。风险提示:轨道交通建设投资不及预期、研发进展不及预期、行业竞争加剧。 AI点评:时代电气近一个月获得4份...
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