中国中铁（00390）今日盘中大跌7.61%，报3.52港元，成交额1.99亿港元，引发市场关注。此次股价下跌主要受到公司最新发布的2024年度业绩报告影响。
根据中国中铁发布的2024年度业绩报告，公司收入合计11603.11亿元人民币，同比减少8.2%；股东应占溢利278.87亿元，同比减少16.7%。值得注意的是，公司2024年第四季度单季度实现营收3389.6亿元，同比减少10.3%，归母净利润73.2亿元，同比减少22.7%。此外，2024年集团实现新签合同额27151.8亿元，同比下降12.4%，显示公司业务增长面临挑战。
对此，国盛证券分析指出，中国中铁全年业绩符合预期，但增长承压主要源于传统基建项目资金落地不及预期，订单转化进程放缓，叠加毛利率有所下行。第四季度业绩降幅扩大，主要受单季费率提升、投资净损失及公允价值损失扩大影响。这些因素综合导致投资者对公司未来业绩增长前景产生担忧，进而引发了股价的大幅下跌。
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