每日牛股追蹤 | 港股有4只股票創新高,粵豐環保(01381)大漲6.38%,近一年漲幅達32.7%
截至9月20日收盤,港股有4只股票創新高,分別爲粵豐環保(01381)、太古股份公司A(00019)、新秀麗(01910)、綠城中國(03900)。(注:統計港股市場上市值>100億港元、成交額>1000萬港元,上市時間>1個月的股票)
粵豐環保(01381)盤中最高觸達5.21港元,創歷史新高,近一年漲幅32.7%。該股收盤上漲6.38%,報5.17港元。近年來,我國垃圾發電行業市場規模呈現逐年上升趨勢。在“雙碳”背景下,我國垃圾焚燒發電行業正迎來一輪新的增長期。華創證券預測,未來“十四五”垃圾焚燒市場規模或超兩千億。在上半年公司總收入得以大幅增加,皆因粵豐環保作為垃圾產業鏈的終端,發電廠的高效運營實現增收的關鍵。據悉,集團簽訂專案總量已達37個,業務遍佈13個省,超過30個城市,如今大部分已完成專案建設並陸續投產。
太古股份公司A(00019)盤中最高觸達59.15港元,創52周新高。該股收盤上漲5.72%,報59.1港元。
新秀麗(01910)盤中最高觸達21.55港元,創52周新高,近一年漲幅47.3%。該股收盤上漲2.9%,報21.3港元。
綠城中國(03900)盤中最高觸達18.5港元,創歷史新高,近一年漲幅84.46%。該股收盤下跌2.87%,報17.62港元。中信證券表示,房地產行業銷售弱復蘇態勢和政策密切相關。按揭貸款利率持續下降穩住需求基本面,因城施策支持改善性需求也一定程度托底市場,但局部疫情、交付顧慮等因素仍然困擾市場,三四線城市更為疲弱。政策在銷售、交付和信用領域起到積極作用,行業處於弱復蘇階段,但復蘇週期可能較長。區域分化,開發主體分化持續,開發投資有序下降。供給側改革之下,具備通暢的融資管道、可信賴開發能力的公司,未來市場份額和盈利都更有保障。該行看好綠城中國等融資暢通企業。
uSMART智能寫手的信息、數據均來自媒體公開報道,智能寫手不能保證其完全準確,內容僅供參考,不構成投資建議。
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