建筑行业周报:重视建筑板块港股与A股高股息的投资机会

长江证券
Jun 16, 2025

建筑港股保持强势,高股息+稳增长受到市场青睐近期建筑港股高股息标的表现较好,5 月以来中国交通建设(1800.HK)上涨12.30%;中国中铁(0390.HK)上涨11.38%;中国铁建(1186.HK)上涨10.37%;中国建筑国际(3311.HK)上涨9.81%;中国中冶(1618.HK)上涨7.48%。我们认为建筑港股高股息标的表现较好的原因或为:1)港股市场整体强势延续,同期恒生指数上涨...

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