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港股异动丨高铁基建股持续上涨 中国中冶涨超6%,月内累计升幅达30%
Ge Long Hui·2025-08-14 03:11

Group 1 - The core viewpoint of the article highlights the continued rise in Hong Kong's high-speed rail infrastructure stocks, with China Metallurgical Group leading the gains at over 6% and a cumulative increase of 30% for the month [1] - Several high-speed rail projects have been approved since Q3 2024, including the "Shanghai-Chongqing-Chengdu High-Speed Railway Hefei to Wuhan Section" and "Zhanjiang to Haikou High-Speed Railway," with total investments exceeding 300 billion [1] - There are plans to add 12,000 kilometers of new high-speed rail lines by 2025, focusing on the construction of the "Eight Vertical and Eight Horizontal" backbone network, with a new emphasis on high-speed rail in central and western regions [1] Group 2 - Analysts suggest short-term focus on policy-driven thematic opportunities and long-term investment in leading companies with technological barriers and overseas expansion capabilities [1] - Recommendations include combining performance certainty and growth potential, particularly in the high-speed rail intelligent sub-sector [1] Group 3 - Stock performance details include: - China Metallurgical Group (01618) latest price at 2.220 with a rise of 6.22% and a market cap of 46.006 billion - Times Electric (03898) latest price at 35.700 with a rise of 2.18% and a market cap of 48.479 billion - China Railway (00390) latest price at 4.070 with a rise of 1.24% and a market cap of 100.696 billion - Guangzhou-Shenzhen Railway (00525) latest price at 2.000 with a rise of 1.01% and a market cap of 14.167 billion - China Communications Construction (01800) latest price at 5.860 with a rise of 0.86% and a market cap of 95.393 billion - China Railway Construction (01186) latest price at 5.770 with a rise of 0.52% and a market cap of 78.354 billion - CRRC Corporation (01766) latest price at 5.730 with a rise of 0.17% and a market cap of 164.447 billion [1]