近期“十五五”规划出炉，其中建设现代化产业体系、扩大内需、促进区域协调发展、高质量共建“一带一路”等新提法、新方向为基建相关行业带来转型升级和结构性机遇。在此背景下，具备智能建造和绿色低碳、城市更新和民生工程、国际市场与技术输出等特征的企业，被市场认为将迎来新一轮的估值重塑。恰逢企业三季度财报密集发布，给了投资者一个不错的观察窗口。笔者留意到，中国建筑国际（3311.HK）交出了一份高质量的...
Source Link近期“十五五”规划出炉，其中建设现代化产业体系、扩大内需、促进区域协调发展、高质量共建“一带一路”等新提法、新方向为基建相关行业带来转型升级和结构性机遇。在此背景下，具备智能建造和绿色低碳、城市更新和民生工程、国际市场与技术输出等特征的企业，被市场认为将迎来新一轮的估值重塑。恰逢企业三季度财报密集发布，给了投资者一个不错的观察窗口。笔者留意到，中国建筑国际（3311.HK）交出了一份高质量的...
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