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港股異動 | 江蘇寧滬高速公路(0177.HK)漲近5% 分紅穩定 高速公路免費補償可期
格隆匯 09-08 10:20
格隆匯9月8日丨江蘇寧滬高速公路(0177.HK)漲近5%,報7.9港元,總市值398億港元;寧滬高速(600377.SH)亦漲約1%。長江證券最新研報稱,第三季度起,寧滬高速經營擺脱免費期影響,作為長三角高速公路龍頭,公司具有較強的流量基礎,上半年滬寧高速收費期內日均流量僅同比下降2.2%體現流量韌性。新建路橋在疫情期間有序推進,有望在2021年起成為公司新的利潤增長點。上半年現金流受挫期,公司仍然維持每股分紅不下降的高比例分紅方案,分紅穩定性較強。長期看好公司路橋業務發展,短期可期免費補償方案增厚價值。

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