上海实业控股:高速&水务基本盘稳固 静待地产&烟草边际改善

国信证券
Aug 06

公司为上海实业集团核心上市平台。1996 年,上实集团分拆核心资产在香港联交所上市,上海实业控股(0363.HK)成立,公司是首批在港上市的红筹公司之一。经过逾三十年的发展,上实控股已成为一家以基建环保(包括收费公路、污水处理及固废处理等)、大健康、房地产和消费品(包括南洋烟草及永发印务)四大核心业务为主的综合性企业。基建环保:高速&水务基本盘稳固。1)高速:公司拥有京沪、沪昆、沪渝三条高速公路...

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