智通财经APP获悉，浙江沪杭甬(00576)涨近3%，截至发稿，涨2.59%，报7.13港元，成交额4334.73万港元。
瑞银发布研报称，浙江沪杭甬5月收费公路收入跌幅收窄至1%，表现好过市场预期，考虑到中美关税战对内地高速公路货车流量影响较轻微，基本面正在改善。该行预期，浙江沪杭甬6份月收入可恢复按年增长，将今明两年公路收费收入增长预测分别上调至2.3%及2.6%，基于关税战冲击较预期温和，亦将2025至2027年盈利预测上调5%至9%，股息预测上调3%至9%，相信派息将保持相对稳定。
中泰证券此前表示，高速公路上市公司的盈利模式较为稳健，收费政策优化有望加速推进，强现金支持高分红，板块防御属性凸显，在长端利率下行预期下具备较强的配置价值。另外，随着央国企市值管理的深入推进，优质低估值标的有望迎来价值重估。
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