板块异动 | 基建股"双11"不打折,板块全线上涨,中国铁建涨超11%
uSMART盈立智投11月11日消息,港股市场今日继续走势分化,科网股继续重挫,资金获利了解,但前期跑输大盘的板块继续上演补涨行情。
截至14:26分,中国铁建涨超11%,中国建材涨超10%,中国交通建设涨超7%,中国中铁涨超6%,中国中车、亚洲水泥、华润水泥涨超5%,海螺水泥涨超4%。
摩根大通发表研究报告指,中国基建股自今年至今平均下跌28%,跑输恒指6%的跌幅,主因估值下调所致。
该行指,在第三季盈利进一步下跌的趋势下,四家基建股走势出现分歧的情况合理,特别是考虑到海外项目和内地基础设施项目商业模式的差异。
该行表示,目前四家基建商给予的指引都相对正面,受惠于政府在第四季和明年的基建投资预算稳健支持,而过去受到应对卫生事件的影响,加上明年是十四五规划的首年,相信城市化相关的建设将是主要的投资范围。未来持续的资金支持将是市场关心的重点。
摩根大通在计入国内基建开支预算后,更新了基建股盈利预测和目标价。该行对四大基建股的偏好排序依次为中铁 、中国建筑 、中国铁建和中交建。
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