《大行報告》匯豐研究上調中國中車(01766.HK)目標價至6元 評級「買入」
匯豐研究發表研究報告指,中國中車(01766.HK)的鐵路設備出口增長是2022財年業績的亮點,預計2023財年旅行和設備需求將會復甦。新業務仍是收入增長動力,去年該業務的收入增7%至770億元人民幣,管理層指引到2025財年收入貢獻將為1,000億元人民幣。該行認為,集團包括新能源、電動汽車和工業零部件在內的新業務可以從中國的雙碳戰略中獲得可持續增長。
該行分別上調集團2023及24財年的每股盈測24%及13%,主要是反映2022財年的業績及被壓抑的需求有望在今年釋放。該行維持集團的「買入」評級,目標價由4元上調至6元。
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