今日盘中，中国交通建设（01800）股价大跌5.03%，引发投资者关注。该股下跌并非孤例，整个港股高铁基建板块今日集体走低。
消息面上，近期多家相关公司公布了2024年年度报告，财务表现普遍不佳。中国中铁2024年收入同比减少8.2%，股东应占溢利同比减少16.7%；中国中车虽然全年净利润有所增长，但第四季度业绩增速明显放缓；中国铁建的财务状况更是不容乐观，营收和利润双双下滑，现金流状况恶化，应收账款和负债水平较高。这些因素可能导致投资者对整个行业的信心受挫。
值得注意的是，花旗银行已将中国中车H股评级下调至中性，目标价定为5.40港元。分析人士认为，行业整体业绩低迷、投资机构评级下调等因素共同影响了投资者情绪，导致包括中国交通建设在内的高铁基建股价格大幅下挫。未来该板块的表现仍需密切关注相关公司的业绩表现及行业政策动向。
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