港股异动 | 公路股集体回暖 公路法修正草案征询意见 高速到期可续收养护费

智通财经
Sep 21

智通财经APP获悉,公路股集体回暖,截至发稿,深圳高速公路股份(00548)涨3.19%,报6.625港元;深圳国际(00152)涨2.16%,报5.45港元;江苏宁沪高速公路(00177)涨1.95%,报10.45港元;四川成渝高速公路(00107)涨0.84%,报4.81港元。

消息面上,9月7日,交通运输部就《公路法(修正草案征求意见稿)》公开征求意见,明确收费公路养护费用在通行费中列支,收费期限届满的高速公路和独立桥梁、隧道可由政府统一管理并继续收取通行费,市政管养或财政保障的则不再收费。

国泰海通证券发布研报称,《公路法》修正将有望加速《条例》修订,有望系统性改善行业再投资风险,提升高速公路长期投资价值,维持“增持”评级。申万宏源则表示,养护性收费的推出,对于高速公路运营商永续经营的商业模式假设进一步增强,利好高速公路板块估值修复。

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