每日牛股追踪 | 港股有4只股票创新高,粤丰环保(01381)大涨6.38%,近一年涨幅达32.7%
截至9月20日收盘,港股有4只股票创新高,分别为粤丰环保(01381)、太古股份公司A(00019)、新秀丽(01910)、绿城中国(03900)。(注:统计港股市场上市值>100亿港元、成交额>1000万港元,上市时间>1个月的股票)
粤丰环保(01381)盘中最高触达5.21港元,创历史新高,近一年涨幅32.7%。该股收盘上涨6.38%,报5.17港元。近年来,我国垃圾发电行业市场规模呈现逐年上升趋势。在“双碳”背景下,我国垃圾焚烧发电行业正迎来一轮新的增长期。华创证券预测,未来“十四五”垃圾焚烧市场规模或超两千亿。在上半年公司总收入得以大幅增加,皆因粤丰环保作为垃圾产业链的终端,发电厂的高效运营实现增收的关键。据悉,集团签订项目总量已达37个,业务遍布13个省,超过30个城市,如今大部分已完成项目建设并陆续投产。
太古股份公司A(00019)盘中最高触达59.15港元,创52周新高。该股收盘上涨5.72%,报59.1港元。
新秀丽(01910)盘中最高触达21.55港元,创52周新高,近一年涨幅47.3%。该股收盘上涨2.9%,报21.3港元。
绿城中国(03900)盘中最高触达18.5港元,创历史新高,近一年涨幅84.46%。该股收盘下跌2.87%,报17.62港元。中信证券表示,房地产行业销售弱复苏态势和政策密切相关。按揭贷款利率持续下降稳住需求基本面,因城施策支持改善性需求也一定程度托底市场,但局部疫情、交付顾虑等因素仍然困扰市场,三四线城市更为疲弱。政策在销售、交付和信用领域起到积极作用,行业处于弱复苏阶段,但复苏周期可能较长。区域分化,开发主体分化持续,开发投资有序下降。供给侧改革之下,具备通畅的融资渠道、可信赖开发能力的公司,未来市场份额和盈利都更有保障。该行看好绿城中国等融资畅通企业。
uSMART智能写手的信息、数据均来自媒体公开报道,智能写手不能保证其完全准确,内容仅供参考,不构成投资建议。
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