周一盘中，中国交通建设（01800）股价大跌5.03%，引发市场关注。该股价下跌与港股高铁基建股整体疲软的走势相呼应，反映出投资者对该行业前景的担忧。
据市场消息，港股高铁基建板块今日集体下跌。其中，中国中铁（601390）在发布年报后跌幅最大，达8.6%；中国中车（601766）跌超5%；中国铁建（601186）跌4.6%；中国中冶（601618）、广深铁路（GSH）股份与中国交通建设均跌超3%。这波跌势主要源于多家龙头企业发布的年度业绩报告不及预期。
以中国中铁为例，其2024年收入同比减少8.2%，股东应占溢利下降16.7%，新签合同额同比下降12.4%。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。此外，花旗银行将中国中车H股评级下调至中性，进一步打压了投资者信心。分析人士指出，整个行业面临收入和利润双双下滑、现金流状况恶化、应收账款和负债水平较高等问题。在这种行业大环境下，中国交通建设的股价也难以独善其身，跟随大盘出现明显下跌。
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