摩根大通报告表示，中国中铁(00390.HK) 今年首季度业绩转弱，收入按年跌5%，净利润按年跌28%，新订单按年下跌40%。该行认为，订单下跌更多是时机问题而非结构性问题，主要受“十四五”年规划与“十五五”规划之间的招标活动停滞影响。管理层重申全年业绩指引，并预计订单将从次季起按季复苏。摩通维持对中国中铁H股的“增持”评级，目标价5.3元。该行又指，公司次季订单量明显回升，毛利率趋于稳定，是值得...
Source Link摩根大通报告表示，中国中铁(00390.HK) 今年首季度业绩转弱，收入按年跌5%，净利润按年跌28%，新订单按年下跌40%。该行认为，订单下跌更多是时机问题而非结构性问题，主要受“十四五”年规划与“十五五”规划之间的招标活动停滞影响。管理层重申全年业绩指引，并预计订单将从次季起按季复苏。摩通维持对中国中铁H股的“增持”评级，目标价5.3元。该行又指，公司次季订单量明显回升，毛利率趋于稳定，是值得...
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