研报掘金丨中信建投:维持中国中车“买入”评级,动车组新造与高级修业务表现亮眼

格隆汇
31 Mar

中信建投证券研报指出,2024Q4中国中车(601766.SH)业绩增速放缓,但动车组新造与高级修业务仍表现亮眼。轨交板块,铁路市场维持高景气,城轨市场静待拐点,公司在新增市场与存量更新市场同步受益。新增市场方面,2024年底斩获动车组大额订单,为2025Q1 业绩形成有力支撑,CR450的商业化值得期待。修理改装方面,动车组五级修已进入高峰期,远期空间广阔。机车更新方面,新能源机车有望在2025...

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