《大行》摩通:充分利用中国铁路基础设施蓬勃发展和增长机遇 中车(01766.HK)、中铁(00390.HK)及时代电气(03898.HK)评级“增持”

阿斯达克财经
07 Jan

摩根大通发表报告指,在国铁集团年初发出的积极讯号推动下,预期中国铁路基础设施投资将持续增长。
该行预期,内地铁路资本开支总额将于今年达到超过9,000亿元人民币的历史新高,预算将转向铁路设备采购。
该行认为中车(01766.HK) 时代电气(03898.HK) 处于有利位置,可把握资本开支增长的机遇,评级均为“增持”,其采购速度将与国铁集团的预算周期一致。
基建方面,该行指,中国中铁(00390.HK) 是铁路基建领域的市场领导者,有望争取市场份额及维持传统业务。(ha/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-07 12:25。)

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