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高鐵概念股資金鏈斷裂風險加大 @ 2011-11-01T10: Back Hot News
Keyword:中鐵
Concept:
中國鐵建公告,全資子公司中國鐵建投資有限公司擬出資9億元,與廣東省湛江經濟技術開發區共同設立中鐵建湛江開發有限公司,聯合開發湛江東海島基礎設施。
內地全國高鐵工程放緩,鐵路股受壓,中鐵建(01186)收市報4.7元,下跌11.65%;中國南車(01766)收市報4.7元,下跌10.13%;中國智能交通(01900)收市報1.58元,下跌7.06%;株洲南車(03898)收市報18.58元,下跌4.72%。
國務院總理溫家寶表示,要繼續嚴格執行房地產調控,內房股受壓,中國海外(00688.HK)和華潤置地(01109.HK),跌百分之五,中國海外報14.66元,跌0.88元,華潤置地報11.54元。鐵路股公布業績後股價顯著回吐,中國中鐵(00390.HK)跌一成四,報2.63元,中鐵建(01186.HK)和中國南車(01766.HK),分別跌一成一和一成。
事實上,今年以來鐵路投資在固定資產投資總比例上不斷下降,增長亦呈現倒退,並從7月開始按年出現負增長。受累於鐵路投資大減速,加上昨日內地媒體報道鐵道部財困之下,全國竟有約1萬公里鐵路,即九成高鐵項目已停工,令高鐵概念板塊昨日跑輸大市,中國南車(1766)跌逾一成、中鐵建(1186)及中國中鐵(0390)也有逾9%跌幅。

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