港股异动 | 中国通号(03969)盘中涨超5% 轨交设备行业将直接受益于设备更新换代顶层政策扶持
中国通号(03969)盘中涨超5%，截至发稿，涨3.87%，报3.22港元，成交额4868.59万港元。
光大证券指出，交通运输设备是国常会《推动大规模设备更新和消费品以旧换新行动方案》中提及的更新改造领域之一。我们认为轨交设备行业将直接受益于设备更新换代顶层政策扶持，加上动车组等产品进入密集大修期，未来行业需求空间有望持续增长。
国信证券指出，2月28日国家铁路局局长强调今年将重点抓好三件事，其中提出制定内燃机车排放标准和管理办法，完善更新补贴政策，加快推动新能源机车推广应用，力争到2027年实现老旧内燃机车基本淘汰。这是落实中央大规模设备更新的具体行动，建议积极关注轨交设备板块投资机会，重点推荐中国通号。
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