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研報掘金丨東興證券:維持中國交建“強烈推薦”評級 着眼高質量發展和股東回饋

東興證券研報指出,中國交建(601800.SH)此次年中的分紅預計將派發現金紅利約22.80億元,佔2024年上半年歸母淨利潤的比例為20.02%。這是公司為落實2024年度“提質增效重回報”行動方案的具體舉措,是大股東中交集團在保證公司正常經營和長期發展不受影響的前提下提議的分紅方案,是提高公司上市公司股東收益和投資價值的舉措。由此可以看到公司在當前階段更加註重股東回報,更加註重高質量發展。這不但是公司在當前的行業環境的發展決策,也是因為公司長期以來把高質量發展作為工作的重心。考慮到公司不斷地優化資產結構,積極拓展新興業務和海外業務,維持公司“強烈推薦”評級。

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