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研報掘金丨長江證券:時代電氣多業務並舉驅動快速增長,持續重點推薦
長江證券研報指出,時代電氣(688187.SH)上半年業績持續高增,多業務並舉驅動快速增長,持續重點推薦。公司已形成“一核四強多點”的業務佈局,多項業務並舉推進。其中,一核指軌道交通板塊,四強指半導體板塊、汽車電驅板塊、新能源發電板塊、傳感器板塊,多點指海工裝備板塊、工業傳動板塊、海外業務板塊。在軌道交通領域,公司充分受益於動車組新車招標和動車組高級修等需求上行;同時,新興裝備板塊持續拓展,有望繼續貢獻利潤增量。持續看好公司軌交裝備+新興裝備雙輪驅動。
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