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港股異動丨一季度基建將顯著放量 港A重型基建股大漲 中鋁國際H股漲逾32%
格隆匯1月6日丨港股方面,中鋁國際飆漲逾32%表現最佳,中國中冶漲3.4%,中國鐵建、中國中鐵漲超2%;A股方面,中國電建、中鋁國際、龍建股份、鴻路鋼構皆漲停,中國交建等紛紛跟漲。民生證券稱,2022年經濟工作強調“穩字當頭”,市場對今年初基建投資發力抱有較高希望,政策線索以及市場預期今年財政發力節奏前置,尤其是一季度基建將有顯著放量。該行稱,今年一季度基建投資增速將顯著高於季節性,主因在於財政結轉和專項債提前下達量超過往年。經測算,中性情況下一季度基建投資增速可達到10%。


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