港股重量级基建央企中国交通建设(01800.HK)在今日早盘大涨6.48%,报收于5.75港元。分析人士认为,这主要得益于该股自身业绩向好以及所在行业复苏迹象明显两大利好因素。
就公司本身来看,中国交通建设最新财报数据显示,其实现营业收入高达3900.71亿港元,净利润达131.72亿港元,每股收益0.77港元,毛利达455.76亿港元。公司业务范围覆盖港口、公路、桥梁等基建领域,资金实力雄厚,未来前景广阔。
而在行业层面,近期国内各项利好基建、房地产等政策持续释放,为整个建筑央企板块带来了复苏利好。其他基建龙头股如中国通号(03969)、中国中铁(00390)、中国铁建(01186)等亦出现大涨。可以预计,随着政策落地和经济持续复苏,基建行业龙头股仍有较大上涨空间。
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