中国交通建设(01800)今日盘中大跌逾5%,受到市场广泛关注。该股盘中一度更低至5.12港元,收市时呈现5.09港元,较上一交易日跌幅5.04%。
中国交通建设股价大跌背后,主要与基建中央企业整体承压有关。数据显示,中国中铁、中国铁建等基建央企股价今日亦出现明显回落。分析人士指出,最近地方财政压力持续显现,地方政府投资步伐放缓,虽然专项债券发行近期有所增加但落实到具体建设项目上仍需时日,预计上半年基建企业收入利润将延续去年的低迷态势。
不过,申万宏源等机构预期,当前经济刺激政策持续优化,以及相关部门力挺化债力度加大,有望从长远来看利好基建行业投资回暖。加之建筑中央企业整体估值较低,一旦有利好催化,估值修复预期可能带来投资机会。今日中国交通建设出现大手卖出80万股或引发了部分投资者担忧加剧了跌势。但具体引发大跌的原因尚不得而知。相关后续情况仍需进一步观察和分析。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.