【A股异动丨基建股走强 正平股份、富煌钢构双双涨停 宏润建设涨近9%】基建股拉升走强,正平股份、富煌钢构双双涨停,宏润建设涨近9%,重庆建工、成都路桥、中岩大地皆有涨幅。中信建投证券认为,当前利好政策有望持续,在资本市场、地产和财政政策方面均有望加码,低估值建筑央企和房建、基建板块均直接受益。国盛证券则表示,近期证监会出台市值管理指引等促进长期破净公司价值提升,叠加近期一揽子“宽信用”政策,以及后续可期待增量财政政策,四季度板块基本面有望边际改善,有望继续展现明显额收益。

金融界
27 Dec 2024
基建股拉升走强,正平股份富煌钢构双双涨停,宏润建设涨近9%,重庆建工成都路桥中岩大地皆有涨幅。中信建投证券认为,当前利好政策有望持续,在资本市场、地产和财政政策方面均有望加码,低估值建筑央企和房建、基建板块均直接受益。国盛证券则表示,近期证监会出台市值管理指引等促进长期破净公司价值提升,叠加近期一揽子“宽信用”政策,以及后续可期待增量财政政策,四季度板块基本面有望边际改善,有望继续展现明显额收益。

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