交通运输红利资产月报(2025年7月):25H1预计稳健增长 重视回调后投资价值

华创证券
21 Jul

月度行情表现:2025 年7 月红利资产表现相对落后,跑输沪深300 指数与交运指数。1)行业涨跌幅:2025 年7 月1 日至7 月18 日期间,高速公路、铁路运输、港口累计涨跌幅-0.02%、-2.23%、0.36%,7 月红利资产(公铁港)表现相对落后,均跑输沪深300 指数与交运指数。2)港股红利资产表现:7 月1日至7 月18 日期间,除安徽皖通高速与江苏宁沪高速外,港股主要红利资产个股...

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