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中信建投:基建投資增速提升,建議關注擴內需交易
格隆匯 08-23 08:20
中信建投研報稱,7月基建投資數據出現分化,累計增速環比提升0.44個百分點至8.14%,但不含電力的基建投資累計增速環比下降0.5個百分點至4.9%,仍保持連續下降的趨勢。細分項來看,電力熱力的生產和供應業增速維持29.8%的增速,道路運輸業投資增速同比下降2.0%,分化持續加大。中信建投認為,當前石油瀝青等建材價格持續低迷,基建仍有待加強,7月金融數據顯示政府債發行較快,國務院第五次全體會議也強調要更加有力擴大內需,建議關注相關基建企業。
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