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鐵道部獲逾二千億元融資 @ 2011-11-01T20: Back Hot News
Keyword:鐵道部 鐵路 南車
Concept:
鐵路股走高;中國鐵路部獲巨額信貸支持的消息,配合鐵道部向中國南車〔01766.HK〕還款,緩和投資者對內地鐵路企業資金壓力的疑慮,並對鐵路工程重新提速發展有所憧憬。據《21世紀經濟導報》,南車收到了鐵道部首批還款近人民幣60億元,鐵道部亦向中國北車〔601299.SH〕支付了人民幣45億元的應付賬款;又從接近鐵道部人士從悉,除已經獲得證實的人民幣2000億元融資支持,鐵道部後期還將獲得另外人民幣3000億元的信貸支持。獲批非公開發行A股方案的南車領漲,升11.06%至5.22港元;中國中鐵〔00390.HK〕、中國鐵建〔01186.HK〕、南車時代電氣〔03898.HK〕升2.8%-6.4%。國企指數跌1.6%報10343點。
急回兩日的鐵路基建股有反彈,中國南車(01766)一度升逾1成,收報5元,升6.4%。該公司表示昨日(31日)已收到鐵道部首批銷售商品還款近60億元,預計今年11至12月有望收回大部分應付貨款。中鐵建(01186)升3.2%。
(01766)及南車時代(03898),後兩者昨日的反彈力很強,中國南車升14%至4.37元收市,南車時代升13.5%至18.28元收市。原因是受困多月後終有好消息,是提振股價的主要原因。據中國鐵道部周三招標的兩期企業債遭機構瘋搶,不僅投標倍數超購,且中標利率均落於招標區間下限。且溫總理提示,國家對於重大基礎設施在建、續建項目會繼續支持。由此憧憬,停滯多月之鐵路相關建設項目亦可能恢復。

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