智通财经APP获悉，中国中车(01766)涨近4%，截至发稿，涨3.85%，报5.39港元，成交额6962.69万港元。
中信建投证券发布研报称，公司2024年第三季度延续了上半年高景气态势，前三季度收入、利润实现稳步提升，具备毛利率优势的铁路装备收入增速依然保持领先。公司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。
该行指出，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。前三季度修理改装收入约300 亿元，同比有较大增长；动车组高级修招标量持续超预期，高附加值的五级修占比显著提升，有望带动盈利水平进一步上行。
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