智通财经APP获悉，摩根士丹利发布研究报告称，对中国中铁(00390)评级为“增持”，目标价由6.2港元下调至5.6港元，相信公司将受惠于5年期10万亿人民币的地方政府债务互换计划，加上应收账款周转及营运现金流改善，将可能触发进一步的重新评级。
该行表示，将中国中铁2024至2026年财年收入预测分别下调8%、10%及11%，以计及今年以来的建筑活动低于预期，以及毛利率被稍为侵蚀。净利润预测相应分别下调11%、12%及14%至320亿、340亿及350亿人民币。
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