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港股異動 | 中國中車收跌3.03% 遭剔除恆生中國企業指數
格隆匯 02-24 16:46
格隆匯2月24日丨中國中車(1766.HK)今日收跌3.03%,報5.12港元,成交1.4億港元,最新總市值1469億港元。恆生指數公司上週五(21日)宣佈截至2019年12月31日恆生指數系列季度檢討結果,有關變動將於2020年3月9日(星期⼀)起生效。其中,中國中車遭剔除恆生中國企業指數。交銀國際曾發研報指,由於2019年底新批覆城軌專案加速,以及一二線城市對於城軌裝備需求持續增長,預計今年城軌裝備的收入將保持雙位數增長。與基建企業相比,認為新冠病毒疫情對於基建裝備企業影響有限,因為鐵路車輛的生產高自動化,以及由於經濟增長放緩帶來的潛在基建投資增長。予其目標價6.47港元,維持“買入”評級。
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