大行评级｜大摩：予时代电气“增持”评级铁路业务录得强劲复苏

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摩根士丹利发表研究报告指，时代电气今年第一季度的铁路业务录得强劲复苏，加上毛利率扩张，支撑公司的净利润稳健增长。该行指，时代电气于今年第二季度的招标情况，将会是其持续增长的关键。虽然公司第一季度的新兴业务表现略低于大摩预期，不过该行对公司的长期增长潜力，仍保持建设性态度。大摩亦预计，时代电气今年的铁路装备业务，将于产业升级周期当中稳定成长。同时预计新兴业务增长应该会放缓，不过按年比较仍会维持于...

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大行评级｜大摩：予时代电气“增持”评级 铁路业务录得强劲复苏

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大行评级｜大摩：予时代电气“增持”评级铁路业务录得强劲复苏