智通财经APP获悉，中国建设国际(03311)早盘涨超5%，截至发稿，涨3.7%，报11.76港元，成交额3302.96万港元。
摩根大通近日发布研报称，中国建筑国际在国内的工程与建设行业中有独特地位，因其有约45%的收入来自现金流稳定的中国香港和中国澳门，而集团善用先进技术以捕捉市场机会，加上其不参与房地产开发项目。该行认为中国建筑国际存在重评的机会，并将其目标市帐率定为1倍，相较于之前为0.7倍，高于行业平均水平，因集团有卓越的盈利表现，去年股本回报率及派息比率均高于同行，另外集团的营运现金流状况亦有改善。
值得注意的是，中国建筑国际今年3月引入东方国际为战略股东。长江证券指出，东方国际可在以下层面与公司展开协同：东方国际在手积累了城市更新、旧改等各类项目，集团可为项目提供建设、管理、运营等服务；东方国际在处置盘活、资产管理上极具经验；可为集团资产盘活、收并购等资本运作赋能；双方同为在港央企，未来可在粤港澳大湾区融合、香港北部都会区建设方面开展合作，实践行国家重大战略。
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