中国交通建设(01800)今日盘中大涨5.88%,引发市场广泛关注。消息面上,多重利好因素有望为建筑央企估值形成支撑。
近期,证监会在推进上市公司市值管理指引,意在提高上市公司质量和投资者回报水平。国资委年初也将市值管理纳入央企考核体系。上述利好政策落地后,优质低估值建筑央企的估值有望得到修复。
与此同时,多家券商预计基建投资将继续发挥经济增长主动力作用。在行业前景向好以及海外市场需求旺盛的背景下,建筑央企的发展空间值得期待。因此,市场对该板块的关注度也随之提升。
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