智通财经APP获悉，基建股尾盘走高，截至发稿，中国交建(01800)涨5.82%，报5.39%，报4.89港元；时代电气(03898)涨3.55%，报29.15港元；中国铁建(01186)涨3.14%，报4.93港元；中国中车(01766)涨2%，报4.58港元。
消息面上，中国中车此前公告称，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。
华源证券指出，近年来，国内经济持续推进去杠杆进程，2024年基建投资整体偏于谨慎，也由此为2025年腾挪出较大政策空间。从当前项目储备及区域发展战略来看，基建仍具广阔拓展空间。此外，外部挑战加剧，“一带一路”或迎政策与市场双重驱动。该行预计2025年将召开新一届峰会，或将进一步推动与沿线国家的合作，尤其是基建和工程领域，带来新的发展机遇。
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