《大行報告》大摩:今年尋求結構性增長機遇 看好中車(01766.HK)及時代電氣(03898.HK)等
摩根士丹利發表2022中國行業報告,指今年目標尋找結構性增長機遇,順序看好中國中車(01766.HK)、時代電氣(03898.HK)、中國中鐵(00390.HK)、中國鐵建(01186.HK)、中國通號(03969.HK)和海天國際(01882.HK)。
大摩稱,內地推出逆週期寬鬆,預期基建支出上升,將部分抵銷疲軟的房地產投資,預期今年下半年起建築活動開始逐步恢復。
該行又預期,鐵路招標和交付已準備好明年從底部明顯反彈,未來鐵路需求將大幅反彈,幫助鐵路股盈利復甦。
該行對明年中國製造業資本支出保持樂觀預測,固定資產投資(FAI)在2020至2021年平均增長約5%後,料按年將增長7%。
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