憧憬內地超前開展基建投資 中資基建股隨A股逆市受捧 中交跑贏創年半高
憧憬內地適度超前開展基礎設施投資,中資基建股今天逆市受捧,尤其是中交(01800.HK)三連升兼突破去年9月所創52周高位4.73元,最高見4.92元,創年半高,現報4.89元,續升6.5%;中交(601800.SH)虎年首個交易天復市追升漲停報9.93元人民幣。
中鐵建(01186.HK)三連升兼突破10天線,最高見5.8元,現報5.78元,續升4.5%;中鐵建(601186.SH)升5.8%曾高見8.6元人民幣。
中鐵(00390.HK)三連升兼屢創52周新高,最高見5.05元,現報5.03元,續升2.7%;中鐵(601390.SH)升5.3%曾高見6.62元人民幣。
中車(01766.HK)兩連升,最高見3.69元,創逾兩個月高,現報3.67元,續升1.7%;中車(601766.SH)升2.2%曾高見5.99元人民幣。
國家發改委負責人表示,今年首季面臨不確定性因素較多,當局將抓緊出台實施擴大內需戰略的一系列政策舉措,及時研究提出振作工業運行的針對性措施,適度超前開展基礎設施投資,力爭在一季度形成更多實物工作量。此外,國家發改委上月中旬同意新建天津至濰坊高速鐵路及新建西安至重慶高速鐵路安康至重慶段,兩個項目總投資近2,383億元人民幣。
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