《大行》汇丰研究下调内地建筑工程相关股目标价 行业首选中国建筑(03311.HK)

阿斯达克财经
Sep 09, 2024

汇丰研究发表研报指,内地三家国有承包商中国中铁(00390.HK) 、中交建(01800.HK) 及中铁建(01186.HK) 今年上半年收入按年下跌3%至8%,纯利跌幅则介乎3%至13%,新签订合约增长均放缓,相信与当局管控新项目、地方政府财政紧绌以及地方政府特别债券(LGSB)发行减慢等有关。然而,汇丰研究亦指出,虽然内地建筑商整体表现疲弱,但在新能源、新材料、环保等新兴业务的新签合约仍...

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