中资基建股受惠国策全面逆升 中交(01800.HK)弹逾6%
中共中央、国务院日前印发《交通强国建设纲要》通知及国家主席习近平日前强调要加强重大基础设施建设,推动经济高质量发展。中资基建板块今天(20日)全面逆市回升,尤其是中交(01800.HK)扭四连跌,股价重越50天及10天线(6.35元及6.45元),报6.69元,弹6.2%,为最强国企成分股,成交增至1,643万股,已超过昨日(19日)全日成交。
中铁(00390.HK)及中铁建(01186.HK)也扭四连跌,前者曾一举重20天及10天线(5.14元及5.2%),最高见5.2元,现造5.18元,弹2.8%,成交已达1,031万股;後者重越百天线及10天线(9.19元及9.23元),最高见9.31元,现造9.26元,回升2.2%,成交已有354万股。
中车(01766.HK)扭三连跌,股价曾一举重越10天及50天线(5.7元及5.78元),最高见5.8元,现造5.75元,回升1.8%;中车A股高见7.82元,半日收7.75元,回升2.2%。
中共中央、国务院日前印发《交通强国建设纲要》通知,提出基础设施布局完善、交通装备先进适用及运输服务便捷舒适等多项要求。《通知》要求加强新型载运工具研发,实现3万吨级重载列车、时速250公里级高速轮轨货运列车等方面的重大突破。同时,要构筑以高铁、航空为主体的大容量、高效率区际快速客运服务,提升主要通道旅客运输能力等。
国家主席习近平近日在河南考察时强调,要推动经济高质量发展,把制造业高质量发展作为主攻方向,把创新摆在发展全局的突出位置,加强重大基础设施建设,坚持以人为核心推进新型城镇化,善於用改革的办法解决经济社会发展中的突出问题,积极融入共建「一带一路」,加快打造内陆开放高地,加快建设现代化经济体系。此外,国家发改委新闻发言人孟玮日前於新闻发人会上表示,发改委及有关地方一直积极有序推进铁路建设,继近期批覆一批铁路项目後,他又透露,目前还有几个骨干通道项目正在积极开展前期工作,条件一旦具备就会逐项批覆。
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