中国交通建设(01800)今日股价大涨9.41%,引发市场广泛关注。这背后既有政策面利好,也有行业发展前景向好的原因。
从政策面来看,证监会正研究制定《上市公司监管指引第10号-市值管理》,意在提高上市公司质量和增强投资者回报。而此前国资委已将市值管理纳入央企考核体系。优质建筑央企估值长期被低估,随着上述政策出台,估值修复值得期待。
除了市值管理政策的利好,基建投资被看作经济增长主动力,各方面政策都将给予更多支持。四川省发改委等部门联合出台31项措施加快重大项目建设,保障用地、用林、环保用能等,将利于基建行业企业拿单增长。
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