国信证券研报指出,中国铁建(601186.SH)收入与业绩承压,24Q4收缩投资效果开始显现。建筑行业迈入存量发展阶段,基建新开工和投资落地均面临较大压力,地方政府化债工作持续推进,公司工程业务回款短期承压。但从长期看,公司作为建筑央企龙头,品牌影响力和融资成本优势突出,未来随着减值压力逐步释放,资本开支持续缩减,现金流有望持续好转。预测公司未来三年归母净利润为221/226/226亿元,每股收益...
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