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《大行報告》摩通上調時代電氣(03898.HK)及中車(01766.HK)目標價 評級「增持」
摩通發表報告指,本年至今中國鐵路客運量出現強勁反彈,已恢復至疫情前水平的80%左右。雖然目前未最終確定鐵路投資計劃,但認為未來三年客運列車包括高速鐵路和地鐵的需求前景改善,包括新列車採購、設備升級和更換,以及售後維修。 摩通建議重新審視中車(01766.HK),H股目標價由5.5元升至5.7元。同時重申看好時代電氣(03898.HK),H股目標價由65元升至67元,均維持「增持」評級。
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