瑞银:料北环线消息对港铁公司股价轻微负面 维持“沽售”评级 目标价21.6港元

新浪网
Jul 09, 2025

瑞银发布研报称,港铁公司料将于未来一、两年透露第二期项目资本支出,目标在2034年前全面完成北环线项目,该行料股价将有轻微负面影响;维持“沽售”评级及目标价21.6港元不变。港铁已与政府就北环线项目第一部分签订协议,第一部分资本支出为314亿港元,包括设计及建造主线的费用。政府将向港铁批出10块土地,面积约26公顷,作住宅和商业用途。假设地积比为6.5倍,该行料总楼面面积达1820万平方英尺。在“...

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