花旗发表报告，指国家财政部上周六(12日)举行记者会，宣布化解地方政府债务风险及稳定楼市措施。在地方政府有更多资金支付未付账及启动新项目下，应对中国基建建筑商及铁路设备供应商有正面影响。
报告指，记者会没有公布处理地方债务问题的预算详情，规模料在全国人大会议通过后披露。基于已高企的市场预期，预计短期股价有一些调整，提供更佳买入机会。
该行在基建建筑商中，偏好中国建筑国际(03311.HK) 多于中铁(00390.HK) ，两者均为“买入”评级，对中交建(01800.HK) 予“中性”评级。在铁路设备供应商中，依次偏好中车(01766.HK) 、时代电气(03898.HK) 及中国通号(03969.HK) ，三者评级均为“买入”。在建筑机械股中，偏好恒立液压(601100.SH) 多于三一国际(00631.HK) ，评级均为“买入”，对中联重科(01157.HK) 予“中性”评级。(fc/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-10 16:25。) (A股报价延迟最少十五分钟。)
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