智通财经APP获悉，摩根士丹利发布研报称，下调中国中车(01766)目标价8.3%，从6港元降至5.5港元，维持“增持”评级。大摩对该公司2025-2026年收入预测大体不变，毛利率预测下调1.9-2个百分点，考虑2024年的数据，对该公司2025年纯利预测下调10%，2026年下调12%，同时引入2027年预测。对该公司的基本假设认为，2024-2026年动车组(MU)整体销量为约700台，而2021-2023年为420台，增长60%以上。
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