Ge Long Hui·2025-08-14 03:36Core Viewpoint - The Hong Kong stock market for high-speed rail and infrastructure stocks continues to rise, with significant gains observed in companies like China Metallurgical Group and Times Electric, driven by new project approvals and government investment plans [1] Group 1: Market Performance - China Metallurgical Group (01618) saw a price increase of 6.22%, with a market capitalization of 46.006 billion [2] - Times Electric (03898) increased by 2.18%, with a market capitalization of 48.479 billion [2] - China Railway (00390) rose by 1.24%, with a market capitalization of 100.696 billion [2] - Other companies such as China Communications Construction (01800) and China Railway Construction (01186) also experienced modest gains [2] Group 2: Project Approvals and Investments - Since Q3 2024, multiple high-speed rail projects have been approved, 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 high-speed rail by 2025, focusing on the "Eight Vertical and Eight Horizontal" backbone network, with an emphasis on the central and western regions [1] Group 3: Investment Strategy - Analysts suggest short-term focus on policy-driven thematic opportunities, while long-term investment should target leading companies with technological barriers and overseas expansion capabilities [1] - Emphasis on combining performance certainty and growth potential, particularly in the high-speed rail intelligent sub-sector [1]