《大行報告》大摩上調中車時代電氣(03898.HK)目標價至47元 評級「增持」
大摩發表研究報告指,中國鐵路設備行業於去年第四季新增訂單和利潤顯著復甦,相信動力會於今年持續,預期中車(01766.HK)和中車時代電氣(03898.HK)可消息刺激,首季業績更會成為人催化劑,同樣給予「增持」評級,中車目標價6元,中車時代電氣目標價由41元升至47元。
該行指,預期今年鐵路客量會大致復甦,新增鐵路線料達7,000公里,而且部份原訂於去年開通的新線亦延至今年。另外,在國家「十四五」規劃中,鐵路項目有潛在的擴張計劃。
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