国金证券04月08日发布研报称,给予中国中车(601766.SH,最新价:6.38元)买入评级。评级理由主要包括:1)2025Q1产品交付量增加,一季度业绩高增;2)动车组需求持续复苏,看好公司动车组收入增长;3)2024年铁路装备中维保占比提升,看好动车组维收入持续提升。风险提示:铁路固定资产投资不及预期;海外业务拓展不及预期;新产业发展不及预期;汇率波动风险。 AI点评:中国中车近一个月获得...
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