智通财经APP获悉，安徽皖通高速公路(00995)涨超4%，高见10.68港元创新高。截至发稿，涨4.5%，报10.68港元，成交额2610.1万港元。
消息面上，国泰君安研报表示，皖通高速2024年受行业性需求波动与改扩建显著影响，未来随优质路产完成改扩建，将有限延长经营期限并保障长期盈利能力。预计高分红持续，股息确定可期。该行指出，集团旗下仍有优质路产资产，未来集团路产资产证券化或将为公司提供投资收购机会。公司上一轮股东回报计划于2023年到期，持续超60%的高分红积极回报股东。预计公司未来现金流稳定，高分红政策持续。
东兴证券认为，高速公路板块受益于其现金流充沛，盈利稳定且高股息的特质，受到市场的持续关注。随着市场对于高股息概念关注度提升，高速公路个股对分红也越发重视。同时，股息率对于个股股价的锚定作用还在提升，可以观察到行业重点公司的股息率曲线有逐步向LPR曲线贴近的趋势，降息直接影响市场对于企业股息率的要求。
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