港股異動 | 高鐵基建股拉昇 中國中車(1766.HK)升近5%領漲
格隆匯2月17日丨港股高鐵基建股集體上揚,中國中車漲近5%為最佳,中國交通建設漲4%,中國鐵建、中國中鐵均拉昇走強。有機構稱,政策支持疊加人口城鎮化推進,十四五高鐵軌交等交通基建將保持較高景氣度。政策要求梳理明確市域鐵路三年開工項目計劃,建設總規模約6000公里,近期河南/江蘇/山東等多地密集披露交通基建規劃。國泰君安指出,中國鐵建作為行業龍頭份額提升將顯著受益,並且擬分拆子公司鐵建重工赴科創板上市,當前估值仍低估。中交建去年新籤合同額近1.07萬億人幣,按年增10.6%;中國中鐵近期中標國內逾364億人民幣重大工程。

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