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《大行报告》瑞信升中车时代电气(03898.HK)评级至「中性」 目标价升至36.27元
阿思达克 02-10 09:45
瑞信发表研究报告,预期中国绝缘闸双极电晶体(IGBT)市场於2020至2025年年复合增长率达17%,当中以中车时代(03898.HK)为主要受惠者。

该行指,公司目前刚公布商用8寸IGBT生产线,当中可供应新能源车的年产能为24万,有助捉紧新能源车的发展。不过预期未来数年,公司盈利增长空间有限,因铁路设备业务未如理想。

该行升评级至「中性」,目标价由23.99元升至36.27元。

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