(上互动)时代电气：老旧内燃机车淘汰政策将带动牵引系统更换需求

上证e互动11-27

时代电气 (688187)国家已强制明确老旧内燃机车淘汰时间表，市场预期这将带来一轮集中的牵引系统更换需求。问题：面对这一确定性政策，公司目前相关领域的在手工订单和意向订单情况如何？我们是否有信心认为，这部分需求将成为轨交业务一个强劲的、持续数年的增长动力？尊敬的投资者您好！2024年9月26日，国家铁路局发布《老旧型铁路内燃机车淘汰更新监督管理办法》，明确老旧型铁路内燃机车的报废运用年限为...

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