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Zhuzhou CRRC Times Electric Co., Ltd. 2018-04-15T14:18 財經茄呢啡 作為國內軌道交通設備的龍頭企業,中車時代電氣重要業務為銷售及生產制造車載電氣系統及電氣元件,雖然去年的中期業績未如理想,淨盈利按年跌12%,但隨著第四季高鐵列車交付量加速上漲,而今年1月交付量也較去年同期高出逾一倍,因此預料其營運狀況而逐步改善,加上憧憬兩會將加速相關擴大國企混改在鐵路領域的試點范圍,現價低殘的中車時代電氣會是不錯的選擇。
Zhuzhou CRRC Times Electric Co., Ltd. 2018-04-15T14:18 財經茄呢啡 中美貿易戰升級,美股道指大幅下跌逾458點,推動港股昨日一度大貶338點,不過騰訊守穩400元後拗腰反彈,加上內銀、中資電訊股挺升,恆指3萬關失而復得,收報30,180,升86點或0.29%,成交1,166億元,顯示港股仍受績優股支撐,保持近期的升跌市格局。在昨日跌市中,擁有創新技術的股權不乏逆市上漲的例子,中車時代電氣升4.7%,表現亮眼。
Zhuzhou CRRC Times Electric Co., Ltd. 2017-12-24T09:56 財經茄呢啡 中車時代電氣(3898)向鐵路局及城軌運營商提供牽引及控制系統,為集團主要收入。自去年以來業績倒退,今年9月底止9個月盈利仍按年減少20%,但隨著明年鐵路及城軌交通的更換周期,與及新增鐵路交通帶來的相關部件需求,明年訂單可望有較大增長。
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