中國通號(688009.SH):我們認為市域快軌未來增量可期
格隆匯12月11日丨中國通號(688009.SH)投資者關係活動記錄顯示,從在建、實施規劃的線路數據上看,我們認為,市域快軌已迎來較快發展,近年來持續增長,且未來增量可期,疊加早期運營的地鐵線路更新改造持續增多,就信號系統而言,我們認為,十年內可以對沖新建地鐵的趨緩,後續隨着更新改造市場達到高位水平,可推動整個城軌信號系統進一步增長。
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