华创证券研报指出,中国中车(601766.SH)是全球轨道交通装备领军者。2024年前三季度归母净利润72.45亿元,同比增长17.77%。截至2024年底,全国铁路营业里程达到16.2万公里,其中高铁4.8万公里;根据《“十四五”现代综合交通运输体系发展规划》,预计2025年全国铁路营业里程将达16.5万公里左右,其中高铁5万公里左右。随着电力及新能源车逐步推进,老旧型铁路内燃机车将逐步更新。...
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