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天風證券:建議投資者重視當前基建行業建築公司的投資機會
格隆匯 09-16 16:56
天風證券指出,基本面方面,基建是現在難得的對衝經濟下行的利器。增長方面,大多基建相關公司由於行業集中而呈現穩健增長。估值方面,大多基建相關公司呈現出了較好的估值優勢。展望未來,建議投資者重視當前基建行業建築公司的投資機會,估值或將存在着較好的上升空間。建築央企(如中國中鐵、中國建築、中國鐵建、中國電建、中國中冶、中國交建等)、龍頭地方國企(如上海建工、四川路橋、隧道股份等)、設計龍頭(蘇交科、中設集團等)預計存在較好的投資機會。維持他們的“買入”評級,維持行業“強於大市”評級。
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