e公司讯,东吴证券研报指出,根据Wind数据,2024年1—7月我国铁路固定资产投资完成额为4102亿元,同比增长10.48%。轨交投资产业链长环节众多,整条产业链各环节均有相应的配套应用。动车组新购投资与高级修投资是铁路固定资产投资的重要去向之一,2024年5月国铁集团发布复兴号动车组招标公告,共计招标165组,超过2023年全年招标的164组。铁路建设投资持续加码,动车组零部件、整车生产商有望同步受益。动车组高级修需求集中释放叠加铁路固定资产投资稳定增长,有望带动整车及信号系统环节企业业绩上行,建议关注整车环节中国中车,建议关注信号系统开发环节中国通号、思维列控。
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- 东吴证券:铁路建设投资稳步增长 产业链各环节参与者有望同步受益
东吴证券:铁路建设投资稳步增长 产业链各环节参与者有望同步受益
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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