2024年10月7日,中国中铁股价盘中大涨11.09%,引发市场广泛关注。近期一系列利好政策的出台,成为推动基建股上涨的主要驱动力。
首先,基建投资方面,多个部门推出了一揽子增量政策和稳增长措施。国家发改委表示将于10月8日介绍系统落实增量政策;同时各地加快了专项债的发行使用进度,9月单月发行量达10279亿元,创下历史新高。地方政府加大基建力度,为基建央企带来新的订单和项目。
此外,北上广深等一线城市大幅放宽了地产限购政策,房地产行业有望重焙活力。作为房地产业务占比较高的基建央企,中国中铁的基建和房地产业务预计将受到直接利好影响。
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