10月8日上午,建筑央企中国中铁(00390)股价盘中大跌5.27%,引发市场广泛关注。
建筑央企股曾被视为牛市中的"急先锋",当前九大建筑央企整体市盈率仅0.54倍,相比历史水平明显处于低估值区域。业内人士分析认为,在政策转向和加码阶段,建筑央企股价往往会出现快速反弹和较好的超额收益。特别是近期证监会出台了市值管理指引等措施,旨在促进长期破净公司的估值提升。加之一揽子"宽信用"政策陆续出台,后续增量财政政策可期,这些都将为四季度建筑央企板块的基本面改善创造有利条件。
然而,即便处于低估值区间,中国中铁短期股价也可能遭遇获利盘压力。市场人士提醒,仍需密切关注政策落地情况,以及中国中铁自身基本面是否真正向好,才能判断股价后市表现。
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