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Three railways including Beijing-Shenyang to be approved for construction, benefiting railway infrastructure stocks

2013-09-27 919 0人评论

据悉，京沈和蒙西到华东等三条铁路最快将于月底前获批，据业内测算投资额约3000亿。这只是铁路基建投资进一步扩大的缩影，9月初铁总的第四期中国铁路债券150亿7年期中标利率仅5.2%，大幅高于市场预期，照此推测，年内铁路建设债券顺利发行应不成问题。随着资金的到位，4季度铁路建设仍将提速。同时，国家在稳增长的政策目标下，铁路领域下半年将重新成为政府投资的重点。未来一段时间内，相关政策暖风频出的预期进一步提升，从目前时报资讯近期了解到的情况显示，主要体现在运价，产业基金，铁路投资等方面。

　　鼎汉技术的营收及利润与铁路投资息息相关，在原铁道部规划的6C 高端检测产品市场中的4C 产品领域已获得铁路市场的中标，预期今年能够确认收入。另外，作为国内紧固件行业龙头企业的晋亿实业也在此前铁路投资基建相关概念大涨时表现异常活跃。

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Three railways including Beijing-Shenyang to be approved for construction, benefiting railway infrastructure stocks

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Three railways including Beijing-Shenyang to be approved for construction, benefiting railway infrastructure stocks

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