智通财经APP获悉，基建股表现强势，截至发稿，中国中车(01766)涨8.96%，报4.5港元；中国交建(01800)涨5.59%，报4.72港元；中国通号(03969)涨5.03%，报3.13港元；中国中铁(00390)涨3.82%，报3.26港元。
消息面上，中国中车公告称，预计2025年第一季度实现归属于上市公司股东的净利润28.22亿至32.26亿元，与上年同期相比，预计增加18.14亿至22.18亿元，同比增长180%至220%。业绩增长主要因报告期内产品销量较上年同期有所增长。此外，据澎湃报道，近百家上市公司昨日盘后出手增持回购；4月7日，中央汇金、中国诚通、中国国新、中国电科等国家队相继宣布增持。
国投证券指出，中美关税贸易战升级，出口压力下基建投资或存加码预期，2025年全年财政政策偏积极，资金端支持力度加大，化债政策仍持续推进，需求端和资金端共同支撑基建基本面边际改善。该行指出，路桥、水利、轨交、市政等板块为拉动投资的重点细分板块。华泰证券也表示，内需基建投资有望发力并带驱动板块行情，相对看好水泥、工程管道、地方国企和一带一路等细分板块。
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