异动解读|港铁公司盘中上涨3.03%,高铁及沙中线和解落地消除不明朗因素

行情直击
Oct 09

10月9日,港铁公司盘中上涨3.03%,报31.94港元,成交额6358.74万港元。消息面上,公司近期与香港特区政府就高铁香港段及沙中线项目达成全面和解,消除长期悬而未决的争议。根据和解契据,港铁须就高铁香港段项目向政府一次性支付22.5亿港元,而沙中线项目双方互不追讨。里昂研报指出,该金额约占其预测2026年资产净值及现时市值的1%,虽将计入下半年损益表,但整体影响可控,且远低于2015年所述66.9亿港元的责任上限。市场普遍认为,和解落地有助消除监管及财务不确定因素,利好估值修复。

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