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中車(01766.HK)徘徊十一個月高 花旗料其受惠中鐵總加大投資力度
花旗發表報告,引述中鐵總數據顯示,在1月7日至24日春運首十八日期間,內地鐵路客運量達1.243億人次,按年升約33%,達2019年疫情前水平的76%。該行料鐵路客運量持續改善,將刺激中鐵總投資力度,特別是疫情期間鐵路設備面對投資不足情況。 報告料中國中車(01766.HK)今年純利復甦,料按年增長速度由去年2%加快至11%,因中鐵總最近工作會議指總鐵路固定資產投資今年增長加快,扭轉去年跌5%勢頭。該行重申予中車H股「買入」評級,目標價4.3元,與美亞光電(002690.SZ)及中集安瑞科(03899.HK)同屬中國重新開放概念股之一。 中國中車現報3.57元,暫無起跌,徘徊在約十一個月高位,成交203.2萬股,涉資723.67萬元。
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