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) 和时代电气(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...
Source Link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) 和时代电气(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...
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