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研報掘金丨天風證券:維持中國建築“買入”評級,看好公司中長期投資價值

天風證券研報指出,中國建築(601668.SH)業績整體維持穩健增長,四季度業績釋放明顯提速,建築龍頭優勢彰顯。23年及24Q1公司訂單持續維持較好增長,訂單充裕或給後續收入增長提供較好支撐。此外,23年公司現金流改善明顯,現金分紅總額112.98億元,現金分紅比例為20.8%,對應4月19日收盤股息率為5.06%,PE處於近五年22.2%歷史分位,認為在後續國資委市值管理考核、加大現金分紅力度的推動下,看好公司中長期投資價值。維持“買入”評級。

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