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港股异动 | 广深铁路股份(00525)现涨超4% 公司盈利能力回升拐点已现 高股息仍受市场青睐

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广深铁路股份(00525)现涨超4%,截至发稿,涨4.32%,报1.69港元,成交额1080.5万港元。

消息面上,中信建投表示,广深铁路为大湾区铁路核心服务商,可担当非自身线路车次,盈利能力回升拐点已现;香港通过广深港高铁接入全国高铁网络,目前广九城际直通车已升级为高铁直通车,香港与内地直通车未来开行空间较大;广州站和广州东站改扩建完成后,高铁长途车业务打开第二增长曲线;重视高铁组网价值,广东省高铁网络持续加密。

上海证券则表示,2023年高股息受到市场青睐,在交运子版块整体表现分化的情况下,铁路、公路和港口三个板块表现较为显著。该行认为,2024年高股息率赛道的确定性较高,仍然具备配置价值。

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