《大行》摩通：时代电气(03898.HK)首季再创佳绩铁路业务重生

阿斯达克财经04-30

摩根大通发表研究报告指，时代电气(03898.HK) 首季业务再度录得强劲增长，轨道交通业务重现生机，业绩向好亦反映出，市场对于IGBT等新兴装备业务前景是过度忧虑。考虑到中国铁路即将启动今年度首轮招标，该行憧憬时代电气的轨道交通设备业务需求前景可明显改善，同时由于上半年市场条件利好，预期新兴装备业务亦将向好。管理层亦透露，被压抑市场置换需求，目前得到现有车队维护周期的有力支持，国家政策亦提倡...

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《大行》摩通：时代电气(03898.HK)首季再创佳绩 铁路业务重生

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《大行》摩通：时代电气(03898.HK)首季再创佳绩铁路业务重生