《大行報告》瑞信上調中國中車(01766.HK)目標價至4.25元 評級「跑贏大市」
瑞信發表研究報告指,年初至今中國的鐵路客運量已快速恢復至接近2019年的水平,而且國鐵集團今年的目標意味著高鐵新增數量按年增20%;加上與十四五規劃相比,2021至22年的鐵路投資並不足夠,上述因素均支撐著今年的高鐵需求增長。
該行補充,中國中車(01766.HK)除了發展鐵路設備外,亦已多元化地發展新能源,儘管利潤率較低,但這應有助於推動中期增長。該行將其2022至24財年的每股盈利上調2%,維持其H股「跑贏大市」評級,目標價從3.62元上調至4.25元。
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