《大行》摩通对中国收费公路股持乐观看法 首选宁沪高速(00177.HK)

阿斯达克财经
Mar 07, 2025

摩根大通发表研报指,对中国收费公路股持乐观看法,认为该板块将迎来估值倍数的重估,因为投资论点从稳定及防御性转变。该行预期,旨在保护收费公路营运商利益的《收费公路管理条例》修正案最终定稿,可能显著重塑该板块的投资叙事。摩通表示,对中国收费公路板块的偏好次序为江苏宁沪高速公路(00177.HK)  > 浙江沪杭甬(00576.HK)  > 宁沪高速(600377.SH) 。该行解释,首选...

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