港股異動丨高速公路股高開 5月6日零時起恢復全國收費公路收費
格隆匯4月29日丨高速公路股高開,浙江滬杭甬高開3.6%,深高速高開超3%。據央視,經國務院同意,交通運輸部自2020年5月6日零時起,經依法批准的收費公路恢復收費(含收費橋樑和隧道)。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。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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