Finance and Economics the valuation of infrastructure construction is attracting in the diversificat-yuanjiao

Rong Hui Finance: infrastructure business diversification CCCC attractive valuation hot column capital flows thousands of thousands of stocks the latest Rating Rating diagnosis simulated trading client sina finance App: Live on-line blogger to tutor Hong Kong level2 market mechanism through the cards the NDRC released last week will be added for major construction projects, and to promote the implementation of fast traffic, transportation and efficiency of 100 demonstration project, the implementation of rural highway, 100 million km backbone channel traffic poverty alleviation of poverty "double hundred project", and at the same time for the first quarter of this year (about 400 billion yuan RMB. The same below) of the special construction funds, to continue to promote the growth of investment in infrastructure. CCCC (HK.01800) infrastructure construction business covers roads, ports, railways, bridges, tunnels and municipal projects, the most benefit from central to actively improve the infrastructure investment policy. On the other hand, the "go out" advantage of China Unicom is obvious, and the valuation is attractive, so it can be taken as the priority of infrastructure stock. Among the three major Chinese capital infrastructure stocks listed in Hong Kong, the China Railway Exchange Corporation has the most diversified business. In the construction of the main business for the infrastructure construction and design, as well as infrastructure and environmental protection dredging dredging mainly dredging industry, port machinery, road construction machinery equipment manufacturing mainly, as well as international project contracting, import and export trade oriented foreign trade industry. As a world-class infrastructure enterprises built 26 bridges, in the current global span over 1000m, in the delivery of shares involved in the design of 10 seat in construction supervision. Container crane business of the company occupies more than 70% of the world market share, ranking first in the world for 9 consecutive years. The group is China’s largest port design and construction enterprise, China’s largest, third of the world’s dredging enterprises, China’s largest international engineering contractor.   externally, CCCC actively promote overseas business development, as of the end of June last year, CCCC overseas revenue reached 32 billion 40 million yuan, accounting for 18.2% of total revenue. During the period, the total amount of new contracts reached 81 billion 420 million yuan, of which infrastructure construction accounted for 74 billion 360 million yuan, an increase of 35.1%. The newly signed contracts in the overseas region of China Railway involve many categories, such as roads and bridges, port construction, railways and so on, and the region is more prominent in africa. Through the acquisition of Australia John  Holland company, enter Australia and New Zealand market, operating water and railway construction and operation. Internally, in the "The Belt and Road, Beijing Tianjin Hebei collaborative development of integrated transportation planning, the Yangtze River economic belt development plan and strategy, CCCC by mining the Yangtze River Basin, upgrading, transformation, increase the intensity of the old port development market in the west along the Silk Road on the sea port project opportunities. Accelerating the pace of urbanization in the mainland will help to promote the construction of Metro and urban rail transit. In addition, the group has been handed in dredging to the HKEx to re submit the listing application, if the components of spin off, enabling the company to release value and raise funds, if the IPO date will be implemented, I believe the short-term stock price support of cccc. The development and Reform Commission has accelerated the construction of major transport projects 融慧财经:基建业务多元化 中交建估值吸引 热点栏目 资金流向 千股千评 个股诊断 最新评级 模拟交易 客户端 新浪财经App:直播上线 博主一对一指导 港股level2行情 翻看机构底牌   发改委上周发布将加快交通重大工程建设,并推动实施交通运输提质增效百项示范工程,实施百万公里农村公路、百项骨干通道的交通扶贫脱贫“双百工程”,并同时安排今年第一季度约4,000亿元(人民币.下同)的专项建设基金,以继续促进基建投资增长。   中交建(HK.01800)的基建建设业务范围涵盖公路、港口、码头、铁路、桥梁、隧道及市政工程等,故最受惠中央积极提高基建投资的国策。对外方面,中交建“走出去”优势明显,加上估值吸引,故可作基建股优先之选。   中交建为在港上市的三大中资铁路基建股中,业务最具多元化。中交建主营业务为基建建设及设计,以及以基建疏浚和环保疏浚为主的疏浚业,以港口机械、筑路机械为主的装备制造业,以及以国际工程承包、进出口贸易为主的外经外贸业。   作为世界级的基建企业中交建,在目前全球跨度超千米的26座桥梁中,中交股份参与设计承建监理了其中的10座。公司的集装箱起重机业务占世界市场份额的70%以上,连续9年稳居世界第一。集团更是中国最大的港口设计及建设企业,中国最大、世界第三的疏浚企业,中国最大的国际工程承包商。   在对外方面, 中交建在海外业务发展上积极推进,截至去年6月底,中交建海外地区收入达320.4亿元人民币,占总收人18.2%。期内海外地区新签合同总额,达814.2亿元,当中,基建建设业务占743.6亿元,同比增长达35.1%。   中交建海外地区新签合同涉及多个范畴,如公路与桥梁、港口建设、铁路等等,地区则以非洲占较显著。中交建更通过收购澳洲John Holland公司,进入澳洲、新西兰市场,经营水务和铁路的建设及运营。   对内方面,在“一带一路”、京津冀协同发展交通一体化规划、长江经济带发展规划纲要等战略下,中交建通过挖掘长江流域、旧港改造升级、加大西部地区市场开发力度、海上丝绸之路沿线港口的项目机会。内地城镇化步伐加快,有助拉动地铁及城轨交通建设。   此外,集团旗下中交疏浚已向港交所重新递交上市申请,若成分拆上市,有利公司释放价值及筹集资金,若招股日期落实,相信短期将对中交建股价有支持。   发改委加快交通重大工程建设,且两会前料有较多利好稳定经济增长措施出台,加上中交建技术上已成功突破7元附近阻力位,可以8至8.5元为目标价。 进入【新浪财经股吧】讨论相关的主题文章: