大基建板塊逆市走強 中國交建(601800.SH)拉昇漲近7%
格隆匯2月28日丨大基建板塊逆市走強,中國交建拉昇漲近7%,中國電建漲4%,中國中冶、中國中鐵等跟漲。

統計顯示,年初至今,地方債發行規模已經突破萬億元,今年一季度發行量有望創新高。分析人士認為,基建是地方債重點投向,未來專項債投向基建比例有望繼續提升,穩增長背景下,全年新增專項債規模或超3萬億元。
中信證券指出,根據目前的情況,影響項目復工節奏的主要為地方政府、業主方的政策及態度,因人員原因導致復工推遲的較少,預計大部分施工需求或在3月中上旬開始啟動,疫情或影響基建復甦節奏,但不影響基建全年穩增。
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