中資基建股受惠國策全面逆升 中交(01800.HK)彈逾6%
中共中央、國務院日前印發《交通強國建設綱要》通知及國家主席習近平日前強調要加強重大基礎設施建設,推動經濟高質量發展。中資基建板塊今天(20日)全面逆市回升,尤其是中交(01800.HK)扭四連跌,股價重越50天及10天線(6.35元及6.45元),報6.69元,彈6.2%,為最強國企成分股,成交增至1,643萬股,已超過昨日(19日)全日成交。
中鐵(00390.HK)及中鐵建(01186.HK)也扭四連跌,前者曾一舉重20天及10天線(5.14元及5.2%),最高見5.2元,現造5.18元,彈2.8%,成交已達1,031萬股;後者重越百天線及10天線(9.19元及9.23元),最高見9.31元,現造9.26元,回升2.2%,成交已有354萬股。
中車(01766.HK)扭三連跌,股價曾一舉重越10天及50天線(5.7元及5.78元),最高見5.8元,現造5.75元,回升1.8%;中車A股高見7.82元,半日收7.75元,回升2.2%。
中共中央、國務院日前印發《交通強國建設綱要》通知,提出基礎設施佈局完善、交通裝備先進適用及運輸服務便捷舒適等多項要求。《通知》要求加強新型載運工具研發,實現3萬噸級重載列車、時速250公里級高速輪軌貨運列車等方面的重大突破。同時,要構築以高鐵、航空為主體的大容量、高效率區際快速客運服務,提升主要通道旅客運輸能力等。
國家主席習近平近日在河南考察時強調,要推動經濟高質量發展,把製造業高質量發展作為主攻方向,把創新擺在發展全局的突出位置,加強重大基礎設施建設,堅持以人為核心推進新型城鎮化,善於用改革的辦法解決經濟社會發展中的突出問題,積極融入共建「一帶一路」,加快打造內陸開放高地,加快建設現代化經濟體系。此外,國家發改委新聞發言人孟瑋日前於新聞發人會上表示,發改委及有關地方一直積極有序推進鐵路建設,繼近期批覆一批鐵路項目後,他又透露,目前還有幾個骨幹通道項目正在積極開展前期工作,條件一旦具備就會逐項批覆。
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