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Infra 2023-02-05T11:56 財經茄呢啡 該行所覆蓋中資基建H股去年表現分化,中鐵跑贏大市,中鐵建表現對辦,中交建跑輸大市,而中國建築國際屬板塊H股中表現最差。
Infra 2023-02-05T11:56 財經茄呢啡 智通財經APP獲悉,高盛公布研究報告稱,所覆蓋的中資基建股業務組合高度偏向建築合約承包,當中中國鐵建、中國中鐵及中國建築具物業發展業務敞口。隨著今年內地財政政策擴張性或有所放緩,預料從整體而言,所覆蓋建築股今年基建新訂單增加將由雙位數放緩至高單位數。
Infra 2023-02-03T11:56 財經茄呢啡 中央明年料有刺激經濟措施,基建股受惠。中國交通建設(H股市值169億元,A+H總市值1,398億元)、中國鐵建、中國中鐵都是可選對象,當中中交建最為吸引。
Infra 2023-02-03T11:56 財經茄呢啡 基建股票有:中國電建、中國交建、中國建築、中國鐵建、中國中鐵、中國中冶、中國核建、中國化學、中色股權、中國海城等。
Infra 2023-02-03T11:56 財經茄呢啡 ​ 1月20日,大基建央企股集體發力,龍建股權漲停,中國交建、中國電建、中鋁國際、中國建築、中國鐵建、中國化學、中國中鐵等漲幅居前。
Infra 2023-01-27T11:59 財經茄呢啡 1月20日,大基建央企股集體發力,龍建股權漲停,中國交建、中國電建、中鋁國際、中國建築、中國鐵建、中國化學、中國中鐵等漲幅居前。
Infra 2023-01-24T12:00 財經茄呢啡 1月20日,大基建央企股集體發力,龍建股權漲停,中國交建、中國電建、中鋁國際、中國建築、中國鐵建、中國化學、中國中鐵等漲幅居前。
Infra 2023-01-22T11:57 財經茄呢啡 ​ 1月20日,大基建央企股集體發力,龍建股權漲停,中國交建、中國電建、中鋁國際、中國建築、中國鐵建、中國化學、中國中鐵等漲幅居前。
Infra 2023-01-20T12:00 財經茄呢啡 重倉中字頭概念股的基金以指數型基金居多,其中多只指數型基金跟蹤的指數為中證基建指數。據悉,中證基建指數以中證全指為樣本空間,選取歸屬於基礎建設、專業工程、工程機械以及運輸設備行業的上市公司股票作為成份股,以反映基建類上市公司整體表現,其重要成份股有三一重工、中國中車、中國中鐵、中國電建、中國鐵建、中國化學和中國能建等,尤以中字頭股票居多。
Infra 2023-01-20T12:00 財經茄呢啡 央企股連升兩日後普遍回吐。中鋁國際急吐15.35%,報1.93元;「基建三寶」回落,中交建跌3.75%,報3.59元;中鐵建跌2.67%,報4.37元;中鐵跌1.44%,報4.1元;中廣核新能源跌7.64%,報2.54元。
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