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港股異動 | 高速公路板塊走強 免收通行費政策有望提前結束
格隆匯 04-27 15:43
格隆匯4月27日丨高速公路板塊走強,其中深高速(0548.HK)和浙江滬杭甬(0576.HK)均漲超6%。據交通運輸部消息,從4月25日0時起,高速公路恢復落杆,全國聯網收費高速公路將同步開展全路段、全流程測試工作,並實施常態化管理。測試工作不會對車輛免費通行造成影響。除扣費金額統一設置為“0”元以外,其他所有業務工作統一按照正常情況處理。招商證券認為,高速公路行業將迎來邊際改善。一方面,目前國內復工復產加速,車流量環比復甦,下半年業績有望大幅上漲。且由於國內衞生安全事件控制較好,免收通行費政策有望提前結束,五月份將成為重要的窗口期。另一方面,後期高速企業有望獲得政策補償,例如延長部分高速路產的收費期限以及得到相應的政府補貼,可持續經營能力有望加強。
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