宁沪高速优质线位尽享区域一体化红利,主业与多元化协同双增

申万宏源
20 Dec 2024

复盘 宁沪高速 23年以来股价变动,剔除市场因素,主要影响个股股价异动的因素包括收并购事件、路产改扩建及通行能力变化、流量与业绩变化、分红政策等。宁沪高速ROE基本维持在12%-16%,2015年至2019年公司ROE逐年增长,处于公司的盈利能力上升期,主要原因系2015-2018年公司持续推进项目投资,先后收购宁常镇溧、锡宜公司等公司股权,并购与自建项目为公司形成有效的盈利支撑。江苏省内唯一上市...

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