金吾财讯 | 摩根大通表示，中国铁路行业近期的发展突显了一个稳健的投资环境，尤其在美国选举引发金融波动加剧的背景下，中国铁路投资被视为避风港。该行指，客运铁路乘客量的增加驱动对列车需求的强劲增长。国铁集团在11月5日发布了第二轮动车组招标，采购80列标准动车组，有助于支持中国中车(01766)和时代电气(03898)2024年第四季度和2025年第一季度的盈利。此外，中国中车的财务状况正在改善，加之6月实施的票价上调进一步缓解财务压力。因此，该行对中国中车和株洲中车持乐观态度，认为它们将受益于中国铁路设备资本支出的增长。
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