研報掘金丨中郵證券:首予今創集團“增持”評級,鐵路設備需求旺盛
中郵證券研報指出,鐵路設備需求旺盛,今創集團業績進入高速增長期。我國鐵路固定資產投資處於高景氣狀態,新增線路、動車組投放、設備維保更新需求旺盛。根據十四五規劃,到2025年,我國鐵路營業里程要達到16.5萬公里,其中高鐵營業里程達5萬公里。同時,在《交通運輸大規模設備更新行動方案》等政策的驅動下,軌道交通車輛維保需求正向設備更新領域延伸。公司還深度參與了全球運行時速最高的CR450高鐵動車組相關零部件的研發與生產,完成了最新一代的CR400AF、CR400BF增定員動車組配套項目。首次覆蓋,給予“增持”評級。
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