海通证券指出，动车组采购招标及高级修需求保持高景气，叠加设备更新政策与老旧内燃机车淘汰更新政策的落地与推进、出海加速，轨交设备有望受益。长江证券此前指出，在轨道交通领域，时代电气充分受益于动车组新车招标和动车组高级修等需求上行；同时，新兴装备板块持续拓展，有望继续贡献利润增量。持续看好公司轨交装备+新兴装备双轮驱动。TIMES ELECTRIC (03898) rose over 4% during the day, and as of the time of writing, it has increased by 3.57%, trading at 31.9 HKD, with a transaction amount of 0.116 billion HKD.
According to the Zhithong Finance APP, TIMES ELECTRIC (03898) rose over 4% during intraday trading, and as of the time of writing, it has increased by 3.57%, reporting at 31.9 Hong Kong dollars, with a turnover of 0.116 billion Hong Kong dollars.
In news, TIMES ELECTRIC announced that on December 27, the company spent 15.9353 million Hong Kong dollars to repurchase 0.5193 million shares. It is noteworthy that the company continuously repurchased shares in December of this year, with a total of 8.707 million shares repurchased during the period, amounting to approximately 0.269 billion Hong Kong dollars.
HAITONG SEC pointed out that the demand for high-speed train procurement tenders and advanced maintenance remains high, coupled with the implementation and promotion of equipment update policies and the elimination of old diesel locomotives, along with accelerated overseas expansion, the rail transit equipment is expected to benefit. Changjiang Securities previously indicated that in the field of rail transit, TIMES ELECTRIC fully benefits from the upward demand for new high-speed train tenders and advanced maintenance; at the same time, the Beijing Emerging Eastern Aviation Equipment Sector continues to expand and is expected to contribute to profit growth. Remain bullish on the company's dual-wheel drive of rail transit equipment + emerging equipment.