本报告导读: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。投资要点:维持增持评级。皖通高速区位优势明显,且持续高分红回报股东。2024 年受行业性需求波动及改扩建影响,车流量增长低于先前预期,下调公司2024-25 年净利润预测至16/17(原18/20)亿元人民币,新增2026 年净利预测18 ...
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