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基建股集體大漲 預計9月迎專項債發行高峯 下半年基建投資增速
格隆匯9月1日丨今早A股基建股大幅上漲,其中新疆交建,合肥城建,中國交建,中國中鐵均漲停,中國鐵建漲8.78%,蘇交科漲7.36%,中國電建漲7.09%;港股高鐵基建股中,中國交通建設,中國中鐵均漲超9%。國家發改委近期督促專項債發行、基建投資加速推進,要求地方政府做好今年下半年和明年上半年專項債項目準備工作。光大證券首席宏觀經濟學家高瑞東表示,考慮到今年已下達的專項債額度,下半年剩餘2.43萬億專項債等待發行。根據25個省份披露的三季度地方債發行計劃,三季度新增專項債發行規模達到1.35萬億,高於二季度的9000億元,預計近1萬億額度將預留至四季度使用。從各月發行節奏來看,6、7月專項債發行規模高於去年同期,9月份預計迎來專項債發行高峯。

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