港股異動丨高鐵基建股普漲 市場料基建投資增速大幅回升
格隆匯2月27日丨高鐵基建股普漲,其中中國鐵建(1186.HK)漲3.42%領漲。國家發改委基礎司近日組織召開系統視頻會議,部署加快推動重大交通項目開工復工各項工作,要求優先保障“十三五”規劃內服務國家重大戰略,以及提前實施“十四五”規劃等重大鐵路、公路、水運、機場項目開工復工,要做好用工、材料設備、土地、資金、用能等開工復工要素保障。市場預計在“十三五”規劃收官、專項債規模擴大之下,穩增長政策將明顯發力,今年將會保持傳統基建項目和新型基建項目並行發力的態勢,從政府、市場兩方面推進,全年基建投資增速有望明顯回升,預計在8%至9%左右。
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