中国中车(601766)核心观点事件:公司披露2025年中报业绩预增公告。2025H1公司预计实现归母净利润67.22-75.62亿元,同比增长60%-80%;预计实现扣非归母净利润62.16-70.56亿元,同比增长85%-110%。中报业绩超预期,Q2单季度保持高增。按业绩预告中值计算,公司25Q2实现归母净利润40.89亿元,同比增长27.97%,环比增长33.93%,延续一季度的高增态势。...
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