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《大行报告》汇丰研究料地方专项债或可引发7.2万亿人币投资看好中铁建、润泥及中联重科
阿思达克 06-11 10:53

汇丰环球研究发表报告,据内媒报道内地将允许将专项债券作为符合条件的重大项目资本金,相信此可为内地未来数月基建投资增长带来潜在改善。据《21世纪经济报道》指今年地方专项债券发行规模定在2.15万亿人民币,将可拉动更多投资;而该行估计倘若均作於资本性项目,料可带来相当7.2万亿人民币的潜在投资额度。

该行指,内地截至4月底止今年以来基建投资按年升3.8%,增速低於GDP增长,但无论如何,料内地未来数月基建投资有两大因素可推动其改善,首先是2018年同期基数较低、第二是内地将允许将专项债券作为符合条件的重大项目资本金。

汇丰环球研究料,中国总体基建投资增长可最少达到与GDP增速水平(约6%),并指该行在中资基建相关股份,喜爱中国铁建(01186.HK)、中国建筑(601668.SH)、华润水泥(01313.HK)、三一重工(600031.SH)及中联重科(01157.HK),均予「买入」投资评级。

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