港股异动 | 中国中车收跌3.03% 遭剔除恒生中国企业指数
格隆汇2月24日丨中国中车(1766.HK)今日收跌3.03%,报5.12港元,成交1.4亿港元,最新总市值1469亿港元。恒生指数公司上周五(21日)宣布截至2019年12月31日恒生指数系列季度检讨结果,有关变动将于2020年3月9日(星期⼀)起生效。其中,中国中车遭剔除恒生中国企业指数。交银国际曾发研报指,由于2019年底新批复城轨专案加速,以及一二线城市对于城轨装备需求持续增长,预计今年城轨装备的收入将保持双位数增长。与基建企业相比,认为新冠病毒疫情对于基建装备企业影响有限,因为铁路车辆的生产高自动化,以及由于经济增长放缓带来的潜在基建投资增长。予其目标价6.47港元,维持“买入”评级。
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