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港股異動丨中國通號AH股齊升 H股一度升超8%創階段新高
中國通號AH股同比拉昇,H股一度升超8%刷新階段新高,A股現升3.42元報5.45元。廣發證券指出,大規模設備更新政策的提出,意味着軌交作為長期資本開支增長有限的行業將直接受益。根據公司年報,中車22年的維保收入佔鐵路業務收入的比重40%左右,存量後市場將成為驅動軌交公司業績增長的後坐力,23年開始高級修的訂單也開始加速釋放。

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