港股异动 | 中国中车(01766)涨近4% 近期签订若干项目涉资逾690亿元 公司有望受益机车更新替换进程

智通财经网
31 Dec 2024

智通财经APP获悉,中国中车(01766)涨近4%,截至发稿,涨3.93%,报5.03港元,成交额1.1亿港元。

消息面上,中国中车发布公告称,公司于近期(主要为2024年8-12月)签订了若干项合同,合计金额约693.5亿元人民币,约占公司中国会计准则下2023年营业收入的29.6%。此外,12月29日,CR450动车组样车在北京发布。银河证券认为,CR450的发布使得中车高速动车组产品谱系实现进一步扩充和升级,未来随着时速更高的CR450动车组逐步投入商业运营,公司铁路装备业务盈利能力有望进一步提升。另外,铁路机车更新弹性有望逐步释放。今年6月公司发布7款新能源机车,有望充分受益机车更新替换进程。

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