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港股異動 | 利好疊加 中國能建AH股齊漲
格隆匯10月28日丨中國能源建設(3996.HK)漲1.36%報1.18港元,中國能建(601868.SH)收漲4.68%報2.46元。日前公司公佈,前9個月新籤合同額5924億元,完成年度計劃的91.6%,按年增長44.6%。其中,國內新籤合同額4253.9億元,約佔新籤合同總額的71.8%。中信建投指出,公司全年合同額增長有望大超計劃,奠定未來增長基礎;新能源運營十四五規劃裝機量為當前10 倍以上,未來彈性可期。維持買入評級。此外,公司在國內常規島勘察設計業務領域具有絕對優勢,還積極拓展了核島建設業務;公司華東院日前中標杭州臨平500千伏輸變電工程勘察設計。

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