繼元旦小長假鐵(tie)路(lu)運輸實現(xian)“開門(men)紅”后,鐵(tie)路(lu)基(ji)本建設(she)龍頭股中(zhong)國(guo)中(zhong)鐵(tie)便(bian)喜訊(xun)連(lian)連(lian)。
據中(zhong)國(guo)(guo)中(zhong)鐵13日晚間(jian)公(gong)告稱,公(gong)司近日中(zhong)標或簽(qian)約11項工程(cheng),工程(cheng)中(zhong)標價或合同額合計(ji)為人民幣297.6億(yi)元(yuan),約占公(gong)司中(zhong)國(guo)(guo)會計(ji)準則(ze)下2011年(nian)營業收入的(de)6.29%。
據(ju)《證券日報》記者統(tong)計(ji),在公(gong)(gong)(gong)(gong)(gong)(gong)告(gao)的(de)11項工程中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong),中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)鐵(tie)共中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)標或簽約2個(ge)工程,金(jin)額(e)合(he)計(ji)201.21億(yi)元;公(gong)(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)所(suo)屬(shu)子(zi)公(gong)(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)鐵(tie)四(si)局(ju)(ju)集團(tuan)有(you)限(xian)公(gong)(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(以(yi)下(xia)(xia)簡(jian)稱(cheng)(cheng):中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)鐵(tie)四(si)局(ju)(ju))共中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)標3個(ge)項目(mu),金(jin)額(e)合(he)計(ji)34.02億(yi)元;公(gong)(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)所(suo)屬(shu)子(zi)公(gong)(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)鐵(tie)五(wu)局(ju)(ju)(集團(tuan))有(you)限(xian)公(gong)(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(以(yi)下(xia)(xia)簡(jian)稱(cheng)(cheng):中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)鐵(tie)五(wu)局(ju)(ju))共中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)標2個(ge)項目(mu),金(jin)額(e)合(he)計(ji)17.59億(yi)元;公(gong)(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)所(suo)屬(shu)子(zi)公(gong)(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)鐵(tie)十(shi)局(ju)(ju)集團(tuan)有(you)限(xian)公(gong)(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)(以(yi)下(xia)(xia)簡(jian)稱(cheng)(cheng):中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)鐵(tie)十(shi)局(ju)(ju))共中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)標2個(ge)項目(mu),金(jin)額(e)合(he)計(ji)14.42億(yi)元;此(ci)外,公(gong)(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)所(suo)屬(shu)子(zi)公(gong)(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)鐵(tie)大橋局(ju)(ju)股份有(you)限(xian)公(gong)(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)和(he)公(gong)(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)所(suo)屬(shu)子(zi)公(gong)(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)鐵(tie)七(qi)局(ju)(ju)集團(tuan)有(you)限(xian)公(gong)(gong)(gong)(gong)(gong)(gong)司(si)(si)(si)也分(fen)別中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)標1個(ge)項目(mu),金(jin)額(e)分(fen)別為21.25億(yi)元和(he)9.1億(yi)元。
在上(shang)述11個(ge)項目(mu)(mu)中,中國中鐵(tie)與石家(jia)莊市軌道(dao)交通(tong)有限責任(ren)公司簽署的項目(mu)(mu)合(he)同金額最高。據《石家(jia)莊市城市軌道(dao)交通(tong)1號線(xian)一(yi)期(qi)工(gong)程(cheng)(cheng)土建及相關工(gong)程(cheng)(cheng)投資建設項目(mu)(mu)合(he)同框架協議》,約定由公司作為(wei)石家(jia)莊市城市軌道(dao)交通(tong)1號線(xian)一(yi)期(qi)工(gong)程(cheng)(cheng)土建及相關工(gong)程(cheng)(cheng)的投資承建單位,總投資約人民幣167億元,項目(mu)(mu)工(gong)期(qi)暫定54個(ge)月。
此(ci)外,中(zhong)國(guo)中(zhong)鐵還中(zhong)標(biao)新建蒙西(xi)至華(hua)中(zhong)鐵路(lu)荊岳(yue)段(duan)公安長(chang)(chang)江公鐵兩用特(te)(te)大橋(qiao)(qiao)和洞(dong)庭(ting)湖特(te)(te)大橋(qiao)(qiao)工程(cheng)MHQS-01標(biao)段(duan),中(zhong)標(biao)價為(wei)人民幣342141萬元,工期(qi)1826日歷(li)天。如(ru)果按照時(shi)間(jian)排序的話,這(zhe)個(ge)項(xiang)(xiang)目(mu)將無疑是(shi)11個(ge)項(xiang)(xiang)目(mu)中(zhong)歷(li)時(shi)最長(chang)(chang)的一個(ge)項(xiang)(xiang)目(mu),工程(cheng)預計(ji)時(shi)間(jian)超(chao)過(guo)5年(nian)。
國(guo)泰(tai)君安行業(ye)研究員(yuan)韓其成與王麗(li)妍認(ren)為,中國(guo)中鐵在手訂單(dan)充足,地(di)鐵市場占有率50%,預計2012年和(he)2013年EPS分別為0.37和(he)0.42元,2013年PE為7.7倍,港股(gu)溢價45%,給予增(zeng)持評級。
事實上,受(shou)鐵(tie)路基本建設投資規模將超5160億元預期的(de)鼓舞,包括國泰君安在內(nei)的(de)多家機(ji)構看好鐵(tie)路基建股2013年的(de)市場表現。
而據最新(xin)消(xiao)息(xi),2013年全國(guo)鐵路(lu)工作(zuo)會議將(jiang)(jiang)于1月15號(hao)到17號(hao)召開,新(xin)一年的(de)投資計(ji)劃(hua)將(jiang)(jiang)在會上公布。預計(ji)2013年鐵路(lu)基本建設投資規模(mo)將(jiang)(jiang)穩(wen)定增長,屆時還將(jiang)(jiang)增加民間資本投資鐵路(lu)的(de)比例(li)。綜合市(shi)場消(xiao)息(xi),2013年—2015年,鐵路(lu)建設投資需求規模(mo)將(jiang)(jiang)達到1.8萬億元。(矯(jiao)月)
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