《大行報告》摩通上調中車時代電氣(03898.HK)目標價至70元 評級「增持」
摩通發表報告,指中車時代電氣(03898.HK)股價今年以來上升約75%,遠超指數的表現。除了因其母公司中國中車(01766 HK)從美國製裁名單中被刪除,市場情緒有所改善外,公司亦越來越關注新的增長計劃。
摩通指,中車時代電氣今年的升幅也與半導體領域的同行相同,預計該股將繼續獲重新評級,因爲公司的重點將從傳統的機車車輛業務轉移到增長更快的IGBT或半導體業務上,重申對該股的積極觀點,將2022年6月目標價由53.8元提高到70元,評級「增持」。
摩通指,與國內其他供應商相比,中車時代電氣的優勢來自於其集成設計製造(IDM)商業模式(例如內部製造能力),確保了更可靠的交付,同時提供更高效率的定製。該行認爲中車時代電氣在第二階段IGBT設施的提升方面的保守指導有潛在的上升空間,目前預計從今年底開始商業生產。
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