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研报掘金|中金:上调中国中车目标价至6港元 维持“跑赢行业”评级
格隆汇 08-27 11:15

中金发表报吿指,中国中车上半年业绩胜该行预期。展望未来,该行认为随着铁路客运量持续向上支撑动车组使用率及营运动车组使用年限的加长,动车组及高级修需求有望进一步释放,令公司收入利润增长受益。中金维持中车“跑赢行业”评级,考虑今年动车组及高级修招标需求释放,上调全年盈利预测3%至130.1亿元,维持2025年盈利预测。基于盈利上调和动车组需求景气上行,上调H股目标价18%至6港元。

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