国金证券给予中国中车买入评级，动车组招标超预期，铁路装备需求持续复苏

每日经济新闻11-06

国金证券11月06日发布研报称，给予中国中车（601766.SH，最新价：8.66元）买入评级。评级理由主要包括：1）铁路投资增长提速+客运量持续提升+动车组招标量超预期，看好公司动车组收入长期增长；2）动车组五级修招标量高增,看好动车组维保业务高增；3）政策鼓励设备更新，老旧内燃机车更新有望加速。风险提示：铁路固定资产投资不及预期；海外业务拓展不及预期；新产业发展不及预期；汇率波动风险。　　AI...

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