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大和:基建股維持首選中國交通建設(1800.HK) 料下半年政策支持
格隆匯 02-13 15:55

大和研報指,因武漢肺炎疫情,料今年上半年中國的基建及原材料供應將會減慢,並對相關基建股收入造成影響,但相信影響有限,首選股維持中國交通建設(1800.HK)(601800.SH),評級為“買入”,其次為中國鐵建(1186.HK)(601186.SH)“買入”及中國通號(3969.HK)(688009.SH)評級為“優於大市”。

續指,隨著今年中國地方政府發債集資,地方政府或有大量資源可投放在基建,尢其是交通和市政方面的項目,相信今年下半年可加速在基建方面的投資,亦認為今年下半年將會表現優於大市,收入亦會出現復甦,因預期中國政府將推出一系列政策支持。

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