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華泰證券:“雅下”催化引關注 低估值、高股息基建股迎估值修復
華泰證券研報表示,雅魯藏布江下遊(簡稱“雅下”)水電工程開工引發市場高度關注,基建股一方面由於受益需求提振獲得直接利好,另一方面,低配置、低估值、化債、“反內卷”等此前市場階段性忽視因素重回視野,實現利好共振,基建股迎來估值修復。兩類企業有望受益:1)直接參與“雅下”重大工程項目的工程企業,如水電設計、工程,地基工程等相關企業;2)低估值、高股息的建築龍頭企業。
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