港股异动 | 基建股普遍上扬重大水电项目落地机构看好基建龙头基本面改善

智通财经

Jul 21, 2025

智通财经APP获悉，基建股普遍上扬，截至发稿，中国中铁(00390)涨4.17%，报4港元；中国交建(01800)涨3.17%，报5.53港元；中国铁建(01186)涨3.12%，报5.62港元；中国中冶(01618)涨2.27%，报1.8港元。

消息面上，7月19日上午，雅鲁藏布江下游水电工程开工仪式在西藏自治区林芝市举行。雅鲁藏布江下游水电工程将建设5座梯级电站，总投资约1.2万亿元。国投证券认为，雅下工程作为国家级战略项目，涉及水电建设、基础设施建设、特高压输电、设备制造、民爆、水泥建材供应等多个产业链环节，其开工建设将带来上下游产业链需求逐步释放，建议关注产业链投资机会。该行指出，建筑企业联合倡议反内卷，专项债发行同比高增，基建龙头基本面或将改善，国企改革/央企市值管理驱动破净建筑央企价值提升。

天风证券指出，近期建筑央国企陆续披露二季度订单情况：从央企的订单情况来看，央企的订单二季度环比一季度有回暖的趋势，以中国中铁为例，25Q1订单同比下滑9.9%，但是25H1订单同比增速转正为2.8%，其中Q2单季度订单同比增速为20.08%，中国核建25H1订单同比增速13.72%，仍保持了较高的增长，中国化学25H1订单同比增速实现转正，表明二季度回暖趋势明显，当前订单和资金端对后续实物量的指引仍然比较乐观，看好实物工作量加速回暖。

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