銀河證券:基建投資增速維持高位,持續關注穩增長、出海、低空經濟等主線
中國銀河證券研報稱,1—4月,廣義基建投資增速爲10.86%,較前值下降0.68pct,狹義基建投資增速爲5.8%,較前值持平。預計下半年,基建將繼續在擴大有效投資、穩住經濟大盤、推動經濟實現質的有效提升和量的合理增長方面發揮積極作用。專項債方面,1—4月各地已累計發行新增專項債11904億元,已完成發行計劃的27.05%,超長期國債方面,截至4月底已公告發行超長期特別國債金額4340億元,保障基建投資項目資金來源。推薦穩增長、出海、低空經濟等主線。看好三大方向:1)低估值高分紅、業績穩健、處於基建房建產業鏈的央國企;2)業績高增長的出海國際工程企業;3)低空經濟主力軍設計企業。
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