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A股異動丨基建股拉昇 中設股份升停 成都路橋升超7%
格隆匯 02-24 09:48

A股基建股集體拉昇,其中,中設股份開盤直線封升停,成都路橋升超7%,中工國際升超6%,北新路橋、中材國際、中國能建、上海建工、西藏天路、新疆交建跟升。中金公司日前研報稱,2024年下半年,已看到基建端財政發力的跡象,如專項債發行提速、年末地方政府特殊再融資債加速發行等;展望2025年,預期基建投資有望在財政加碼和化債發力的推動下實現小幅增長,預計增速提升至10%左右,但2025年地產投資或仍將承壓、製造業投資亦可能出現降速,建築板塊基本面或將繼續迎來分化。中金公司推薦穩中求進的選股思路,重點看好基本面相對穩健,同時受益於化債和市值管理新規的建築央企;以及受益於海外基建市場充沛訂單、估值處於相對底部的國際工程企業。(格隆匯)

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