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研報掘金丨華創證券:維持中國中車“強推”評級,目標價9.40元
格隆匯 04-03 15:39
華創證券研報指出,中國中車(601766.SH)24年歸母淨利潤123.88億元,同比+5.77%;Q4歸母淨利潤51.43億元,同比-7.51%。參考可比公司估值水平,考慮到公司作為全球軌道裝備製造業龍頭,給予2025年20倍PE,目標價調整為9.40元,維持“強推”評級。動車組銷量: 2024年,我國鐵路客運量累計達43.12億人次,同比增長11.9%,再創歷史新高。設備更新:推進鐵路裝備更新改造,助力提振消費拉動投資。隨着電力及新能源車逐步推進,老舊型鐵路內燃機車將逐步更新。
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