中金公司研报指出,中国中车(601766.SH)预计2025年第一季度实现归属于上市公司股东的净利润28.22亿元-32.26亿元,同比增长180%-220%。业绩预告中枢超预期,主要系轨交装备交付增长快速。认为一季度业绩通常反映为上一年度尤其是下半年的动车组招标结果,根据国铁采购平台,2024年11月5日国铁集团第三批招标80 组350 km/h“复兴号”动车组,全年共累计招标245组、同比+...
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