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中国银河4月15日发布研报称,给予中国中车(601766.SH)推荐评级。评级理由主要包括:1)一季度业绩超预期高增;2)高铁动车组受益铁路客流量复苏+存量维保需求,新造及维修共振向上;3)中央推动大规模设备更新及公转铁,机车货车需求有望释放。(每日经济新闻)

China Galaxy released a research report on April 15 stating that CRRC (601766.SH) was given a recommended rating. The main reasons for the rating include: 1) the first quarter's performance surpassed expectations; 2) high-speed rail EMUs benefited from th

Zhitong Finance ·  Apr 15 17:28
China Galaxy released a research report on April 15 stating that CRRC (601766.SH) was given a recommended rating. The main reasons for the rating include: 1) the first quarter's performance surpassed expectations; 2) high-speed rail EMUs benefited from the recovery of railway passenger flow+stock maintenance demand, and the resonance of new construction and maintenance increased; 3) the central government promoted large-scale equipment renewal and transit to rail, and demand for locomotives and trucks is expected to be released. (Mainichi Keizai Shimbun)

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