國信證券:中國鐵建在手訂單充沛 維持“買入”評級
國信證券發佈中國鐵建的研報指出,今年鐵路、公路等道路投資持續高增長,公司工程承包業務穩健,在手訂單充沛,且盈利能力較強的公路、市政訂單佔比持續提升,工程板塊毛利率有望繼續提高;公司非工程板塊發展迅速,盈利能力持續優化,迸發出強勁的發展潛力,未來公司整體盈利能力有望持續提升。介於公司的行業地位及交通強國戰略的實施,認為公司的合理估值區間應為8-9倍PE,合理估值12.16-13.68元,維持“買入”評級。
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