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在中国高铁“走出去”战略中,基建公司受益会显著弱于设备公司。订单和工程量虽会相应增加,但由于基建的非标准化特性,在海外施工面临更为复杂的工程管理和更多的风险点,所以盈利贡献不确定性较高。就在沪市大盘仍在2200点一线久攻不下之际,近期的高铁板块表现却异常活跃。在泰国进行国事访问的李克强总理与会期间对泰国英拉总理介绍,中国高铁技术先进,安全可靠,成本具有竞争优势,希望中泰加强铁路合作。这无疑开启了高铁概念股的上涨之旅。
In China’s high-speed rail “going out ” strategy, infrastructure companies benefit significantly weaker than equipment companies. Although there will be a corresponding increase in orders and construction quantities, due to the non-standardization of infrastructure, overseas construction projects are faced with more complicated project management and more risk points, so the profit contribution is more uncertain. In the Shanghai stock market is still at 2200 long-term first-line offensive occasion, the recent performance of the high-speed rail is exceptionally active. During the meeting, Premier Li Keqiang paid a state visit to Thailand and introduced Prime Minister Thaksin Shinawatra to Thailand. He said China’s high-speed rail technology is advanced, safe and reliable, and its cost is competitive. He hopes that China and Thailand will strengthen railway cooperation. This undoubtedly opened the high-speed rail stocks rose journey.