研報掘金|中金:上調中國中車目標價至6港元 維持“跑贏行業”評級
中金髮表報吿指,中國中車上半年業績勝該行預期。展望未來,該行認為隨着鐵路客運量持續向上支撐動車組使用率及營運動車組使用年限的加長,動車組及高級修需求有望進一步釋放,令公司收入利潤增長受益。中金維持中車“跑贏行業”評級,考慮今年動車組及高級修招標需求釋放,上調全年盈利預測3%至130.1億元,維持2025年盈利預測。基於盈利上調和動車組需求景氣上行,上調H股目標價18%至6港元。
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