受惠国策多只基建相关股涨5%-8%
中央允许地方政府将专项债资金用作重大项目资本金，多间外资行认为有助拉动基建投资增长。相关股受捧，获汇丰看好之一的中铁建(01186.HK)承过去两天升势，今天裂口高开进一步升破250天线(9.88元)，最高见10.18元，现造10.1元，升7.4%，成交增至2,841万股；其A股最多升9.2%高见10.4元人民币。
中铁(00390.HK)最高见6.24元，现造6.21元，续弹7.8%，挑战50天线(6.22元)阻力，成交急增至4,094万股；其A股最多升4.8%高见6.72元人民币。中交(01800.HK)高见7.42元，暂受制50天线(7.54元)，现造7.36元，续升5%，成交急增至3,086万股；其A股最多升7.8%高见11.78元人民币。此外，中车(01766.HK)重越10天及20天，最高见6.83元，现造6.77元，续弹3.5%。
基建所需水泥股以中建材(03323.HK)升幅最大，股价一举升破10天、20天及100天线(64.1元)，最新报6.47元，续升7.5%。西部水泥(02233.HK)及山水水泥(00691.HK)高见1.15元及2.91元，现造1.12元及2.9元，升5.7%及5.8%。
海螺水泥(00914.HK)四连升，最高见47.55元，现造47.2元，续升5%，挑战50天线(47.27元)；其A股最多升5.2%高见40.87元人民币。获汇丰看好润泥(01313.HK)高见7.5元，现造7.47元，续升3.8%。同获汇丰看好中联重科(01157.HK)续升6%报4.93元，股价创个半月高，成交增至1,140万股。
国务院发布《关於做好地方政府专项债券发行及项目配套融资工作通知》，允许将专项债券作为符合条件重大项目资本金，但不得超越项目收益实际水平过度融资。对於专项债券支持，主要是国家重点支持的铁路、国家高速公路和支持推进国家重大战略地方高速公路、供电、供气项目，在评估项目收益偿还专项债券本息後专项收入具备融资条件。
大摩认为中央透过放宽地方专项融资，加速基建投资；花旗也料内地将加速基建投资，认为中资基建股正提供买入良机；汇丰料地方专项债或可引发2.7万亿人民币投资，看好中铁建、华润水泥及中联重科，均予「买入」评级。
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