格隆汇12月27日|国泰君安研报指出,宁沪高速(600377.SH)路网区位优秀,ROE长期领先行业,2024年通行需求增长趋势好于行业。未来行业政策优化有望提升合理回报,预计分红政策稳定,将受益市场风险偏好。公司积极改扩建延长经营期限,政策优化提升合理回报。估算公司目前路产通行费加权收费剩余年限约9.3年,公司近年通过新建与改扩建延长收费经营期限,保障长期盈利能力。考虑公司分红政策稳定,有望受益...
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