智通财经APP获悉，基建股继续走低，截至发稿，中国中铁(00390)跌4.03%，报3.81港元；中国铁建(01186)跌4.01%，报5.51港元；中国中车(01766)跌2.95%，报4.94港元；中国交建(01800)跌2.5%，报5.06港元。
申万宏源指出，传统基建投资数据仍有压力，中央政策转向有望带动投资弹性；地方政府投资节奏放缓，叠加企业追求项目质量，预计企业2024Q1-3收入、利润将延续上半年态势，仍将呈现一定压力。
中信证券发表研报称，建筑企业作为地方政府基建项目的主要执行方，过去受化债及财政承压影响，利润表及资产负债表均受到持续影响，部分指标达到近年新低。随着财政发力化债开启，短期有望驱动建筑企业报表持续修复，中长期带来行业需求底部回升。中信证券建议关注重点化债区域企业+长期破净企业两条主线，弹性上短期“应收类资产/市值”越高的企业，其估值修复空间或越大。
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