越秀交通基建（01052.HK）今日盘中大涨5.19%，引发市场关注。该股于盘中交易时段出现显著上涨，成交活跃。
消息面上，越秀交通基建公布了2025年中期业绩报告。公司上半年营业额达20.99亿元人民币，同比增长14.9%；股东应占盈利3.61亿元人民币，同比增长14.91%。每股基本盈利0.2156元人民币，较去年同期的0.1876元有所提升。公司宣布派发中期股息0.12港元，与去年同期持平。
华泰证券分析指出，越秀交通基建上半年盈利高于市场预期，主要原因是存量路产的摊销上调幅度小于预期。该券商看好公司持续收购优质优价路产的能力，维持"买入"评级。此外，假设公司2025年度分红比例为55%，预计2025年股息率可达6.8%，具有较强吸引力。值得注意的是，公司南向资金持仓比例已从年初的18.8%上升至8月15日的20.3%，显示中资长线资金对公司的增持兴趣。
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