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《大行报告》大摩上调中车时代电气(03898.HK)目标价至47元 评级「增持」
阿思达克 01-18 11:02
大摩发表研究报告指,中国铁路设备行业於去年第四季新增订单和利润显着复苏,相信动力会於今年持续,预期中车(01766.HK)和中车时代电气(03898.HK)可消息刺激,首季业绩更会成为人催化剂,同样给予「增持」评级,中车目标价6元,中车时代电气目标价由41元升至47元。

该行指,预期今年铁路客量会大致复苏,新增铁路线料达7,000公里,而且部份原订於去年开通的新线亦延至今年。另外,在国家「十四五」规划中,铁路项目有潜在的扩张计划。

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