港股异动 | 基建股尾盘涨幅扩大 政策力度及节奏超预期 机构称国内基建投资仍为经济增长主要发力点

智通财经网
24 Sep 2024

智通财经APP获悉,基建股尾盘涨幅扩大,截至发稿,中国交通建设(01800)涨5.45%,报4.26港元;中国中铁(00390)涨4.01%,报3.37港元;中国铁建(01186)涨3.79%,报4.66港元;中国中车(01766)涨3.49%,报4.75港元。

消息面上,国务院新闻办早间举行新闻发布会,央行表示将推出“组合拳”,包括下调存款准备金率、创设新的货币政策工具支持股票市场稳定发展等。华创金融团队认为,降准配合降息配合存量按揭利率调整落地,政策力度、节奏超预期。

中信证券认为,今年以来,整体建筑业规模承压,基建投资在经济增长中发挥重要作用,地方政府专项+中长期特别国债等资金后续发行后或将缓解行业压力。展望后续,国内基建投资仍将成为经济增长的主要发力点,建筑央国企总体更具稳定性,部分细分领域企业发展机遇凸显,海外以中东、东南亚为代表的建筑市场有望持续实现快速增长。

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