松果财经讯,36氪获悉,中国银河证券研报表示,设备更新+客流复苏+大修周期三重逻辑演绎下,轨交行业将迎来新一轮景气向上。按往年招标节奏,下半年国铁集团还将进行1—2次动车组新车及高级修采购,铁路装备仍存在预期差,继续推荐标的中国中车、时代电气。
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