According to the Huatai Securities Research Report, the rail transit equipment industry chain company performed well in Q1 in 2024, and the annual performance is expected to improve as well. Short-term railway fixed asset investment/passenger transport/EMU tenders continue to exceed expectations. Advanced maintenance and renewal iterations of long-term equipment stock will increase, and related industrial chains and companies such as rail transit vehicles and components, and communication signal systems are worth paying attention to.
华泰证券：轨交设备景气持续 预计全年业绩向好
Huatai Securities: Rail transit equipment boom continues, annual performance is expected to improve
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