广深铁路股份(00525)今日盘中大跌5.38%,引发市场关注。该股的下跌并非孤立事件,而是港股高铁基建板块普遍走弱的缩影。
数据显示,高铁基建股今日集体下跌。其中,中国中铁跌幅最大,下挫8.6%;中国中车跌超5%;中国铁建跌4.6%;中国中冶、广深铁路股份、中国交通建设均跌超3%。这一现象反映出投资者对该行业整体前景的担忧。
造成行业股价下跌的主要原因是多家龙头企业近期公布的财务业绩不佳。以中国中铁为例,其2024年收入同比减少8.2%,股东应占溢利同比减少16.7%。中国中车虽然全年业绩有所增长,但第四季度净利润同比下降7.51%,增速明显放缓。分析人士指出,中国铁建2024年财务表现不尽如人意,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。这些因素共同导致了投资者信心下降,进而引发了包括广深铁路股份在内的整个板块的股价下跌。
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