研报掘金丨中金：维持京沪高铁“跑赢行业”评级目标价6.14元

中金财经02-09

中金公司研报指出，认为京沪高铁作为高铁“现金牛”当前已经步入价值配置区间。基本面或迎来向上催化：1)短中期业务均有增量：一季度调图后京沪线列车开行加密同时标杆车增加，而明年京雄商高铁通车或给京福安徽带来业务增量；未来CR450投入运营或将优化列车结构、打开产能上限；2)结构性票价优化：标杆车的增加或短期结构性带动票价上行，而未来CR450或打开公司价格上限。公司自由现金流充沛，存在分红提升的想象...

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研报掘金丨中金：维持京沪高铁“跑赢行业”评级 目标价6.14元

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研报掘金丨中金：维持京沪高铁“跑赢行业”评级目标价6.14元