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匯豐證券:維持中車時代電氣(3898.HK)53港元目標價 評級為買入
格隆匯 03-09 16:11

匯豐證券發表報吿指,在“十四五”期間,預期鐵路基礎設施的固定資產投資將放緩,而設備的固定資產投資則會保持穩定,並料自2025年後高鐵將迎來更新週期,故維持中車時代電氣(3898.HK)目標價53港元,評級為買入,以反映在穩定前景下鐵路和非鐵路業務的增長潛力。

該行又指,國家鐵路將開始研發新高鐵列車,相信項目將由國家鐵路集團與中車負責,最快料於2025年看到對新高鐵列車的需求,加上隨着現有高鐵線路的升級,其需求可能會更大,預期中車時代將可受惠高鐵列車升級,在估計鐵路設備投資平穩下,亦看好公司非鐵路業務的增長潛力,故列公司為行業首選;同時予中國中車(1766.HK)買入評級,目標價續看5.5港元。

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