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《大行報告》大和升中車(01766.HK)評級至「跑贏大市」 目標價下調3.5元
阿思達克 06-30 11:27
大和發表研究報告,指中車(01766.HK)獲137架動車組招標合約,涉資161億元人民幣,以及第二季新增訂單總值為347億元人民幣,表現勝預期。

該行指,因應中車集團與中鐵集團就價錢問題談判,令招標結果延誤,但總數137架的合約高於預期的100架,均價符預期。相信中鐵第二季會開始就時速350公里項目招標,而公司會於下半年起交令兩項產品。

該行又指,強風輪機訂單有助增加服務收入,同時預期基建固定投資會於下半年起增長,降2020年每股盈利預測0.6%,升2021年0.4%,目標價由4.2元降至3.5元,評級由「持有」升至「跑贏大市」。

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