港股异动 | 中国中车(01766)午前涨近3% 前三季度归母净利同比增长37.53% 公司有望受惠行业高景气

智通财经
Nov 04

智通财经APP获悉,中国中车(01766)午前涨近3%,截至发稿,涨2.67%,报6.16港元,成交额9015.12万港元。

消息面上,近日,中国中车公布2025年前三季度业绩,营业收入约1838.65亿元,同比增长20.49%;归属于上市公司股东的净利润约99.64亿元,同比增长37.53%;基本每股收益0.35元。公告称,营业收入较上年同期增加20.49%,主要是铁路装备业务和新产业业务收入增加所致。铁路装备业务、城轨与城市基础设施业务、新产业业务、现代服务业务分别占营业收入的47.71%、14.84%、35.95%、1.50%。

华泰证券研报指出,中国中车上半年动车组交付节奏较快,令第三季收入及利润增长有所放缓。该行预计轨交设备行业未来新增动车组及高级修将维持稳中有升态势,中国中车作为轨交设备龙头,有望受惠于行业持续高景气。

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