2024年9月24日,在央行推出降准、创设新货币政策工具支持股市发展的"组合拳"利好刺激下,港股基建板块尾盘集体大涨,其中中国交通建设(01800)股价更是大涨5.94%,收报4.28港元/股,成交近900万股,换手率0.2%。
消息面上,当日央行举行新闻发布会,透露将出台一系列重磅政策支持股市稳定发展,包括下调存款准备金率、创设新的货币政策工具等,政策力度和节奏超出市场预期。分析人士认为,这将有力支持基建投资,推动相关行业发展。
中国交通建设作为基建央企龙头,业务涵盖公路、桥梁、铁路等重点基建领域,有望从政策红利中获益。公司最新财报显示,上半年实现营收近4000亿港元,净利132亿港元,资金实力雄厚。券商一致给予该股买入评级。
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