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近一个月以来,高速公路板块集“万千宠爱于一身”的身价突然“一落千丈”,短期内被集中抛售,使得整个板块跑输大市。据悉,导致高速公路股下跌的因素除了燃油税和油价等由来已久的问题外,三季度车流量增长率低于预期则是主要原因。平安证券分析师田亚琳认为,虽然三季度公路车流量增长不佳,但实际上,从统计数据看,其整体表现是十分正常的。在对合理P/CF水平进行测算后发现,即使采用相当保守的假设,目前公路股也已经被低估了。当然,禽流感的阴影短期内将对公路板块的表现构成压制,因此目前尚不是建仓的最佳时机。
In the past month, the toll of the expressway plate collection “Thousands of Favorite Things” suddenly “plunged into disrepute,” and was sold short in the short term, thus underperforming the entire sector. It is learned that factors contributing to the drop in highway stocks are the major reasons for the lower-than-expected increase in traffic volume in Q3 except for the long-standing problems with fuel tax and oil prices. Tian-Lin Ping Securities analyst believes that although the third quarter of the poor growth of road traffic, but in fact, from the statistical data, its overall performance is very normal. After measuring the level of sound P / CF, it has been found that the current road stocks have been undervalued, even with fairly conservative assumptions. Of course, the shadow of bird flu will suppress the performance of the highway sector in the short term, so it is not yet the best time to set up a new position.