神州高铁、高铁电气等:国办新政促民间投资铁路项目
Sou Hu Cai Jing·2025-11-11 07:50

Core Viewpoint - On November 11, Shenzhou High-Speed Railway reached its daily limit up, with several high-speed rail concept stocks experiencing significant gains following the release of new government policies aimed at promoting private investment in railway projects [1][2]. Summary by Relevant Sections Government Policy - On November 10, the State Council issued a document titled "Several Measures to Further Promote the Development of Private Investment," which includes 13 targeted policy measures [1][2]. - The policies encourage private capital participation in key projects such as railways and nuclear power, specifying shareholding ratios for profitable projects [1][2]. - For smaller urban infrastructure projects with profit potential, private capital is also encouraged to participate in construction and operation [1][2]. - In qualifying projects, private capital can hold more than 10% of the shares [1][2]. Market Reaction - Following the announcement, Shenzhou High-Speed Railway's stock hit the daily limit up, while High-Speed Electric surged over 8% [1][2]. - Other high-speed rail concept stocks, including Gongda High-Tech and Jinying Heavy Industry, also saw significant increases in their stock prices [1][2].