从资产运营到智能基建:首程控股的产业红利正渐入佳境

中金在线
Jul 21

在估值重塑、产业进化的双重逻辑驱动下,资本市场正重新审视那些具有“系统组织能力”的产业平台型公司。首程控股(0697.HK)正是其中典型代表:从传统的城市基础设施资产运营商出发,依托REITs体系建立价值底盘,如今正加速迈向“智能化时代的产业基建商”。其布局不再局限于稳定资产,而是正在通过机器人、AI场景与全链条组织力,推动一轮“新型基础设施红利”的生成。一、REITs筑底:资产运营能力稳健释放...

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