瑞银发表研报指,浙江沪杭甬(00576.HK) 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,将其投资评级由“沽售”上调至“中性”,目标价由5.5元调升至7元。瑞银预期浙江沪杭甬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%...
Source Link瑞银发表研报指,浙江沪杭甬(00576.HK) 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,将其投资评级由“沽售”上调至“中性”,目标价由5.5元调升至7元。瑞银预期浙江沪杭甬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%...
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