中国中铁601390股票价值分析 2020中国中铁股票值得拥有吗

发布时间:2020-05-04 16:11:41   来源:网络 关键词:601390股票价值分析

中国中铁601390股票怎么样。中国中铁601390股票价值分析 2020年中国中铁股票值得拥有吗?

中国中铁601390股票值得拥有吗?

中国中铁601390股票股票机构评级

时间评级机构分析师评级目标价
  2020-04-20    兴业证券    Meng Jie    增持      
  2020-04-20    国泰君安    韩其成,陈笑    增持    10.02  
  2020-04-20    兴业证券        增持      

中国中铁601390股票目标价由各大证券机构分析评估得出,仅供参考。详情请看下文中国中铁601390股票机构评级详情。

中国中铁601390股票机构评级详情

2020-04-20,兴业证券给予中国中铁(601390)股票【增持】评级

CHINA RAILWAY GROUP(601390):COMMENTS ON BUSINESS DATA OF Q120

类别:公司  机构:兴业证券股份有限公司  研究员:Meng Jie  日期:2020-04-20

Company Profile

   CHINA RAILWAY GROUP LIMITED is a China-based company principally engaged in infrastructureconstruction business. The Company is also engaged in survey, design and consulting servicesbusiness, the manufacture of engineering equipment and components, and real estate development.

   Its infrastructure construction business includes railway construction, highway construction andurban engineering construction. Its survey, design and consulting services business includes theprovision of survey, design and consulting services for railway, bridge, road and tunnel projects. TheCompany conducts its businesses within in China and overseas markets. (Source: Reuters)Investment Highlights

   For Q120, China Railway Group (the company) signed new contracts worth CNY 337.58 bn, up 7.8% YoY.

   In the same period, the orders of China Railway Construction Corp (601186.SH) reached a value ofCNY 340.21 bn, an increase of 14.40% YoY; in the case of delayed resumption of production, the totalorders received by the company and China Railway Construction Corp increased more largely thanthe overall industry level, which showed the huge advantage of leading enterprises against economicdownturn.

   By business, the company’s infrastructure construction orders increased rapidly at a 11.67% YoYgrowth, which constituted the main reason for the company’s better order growth than that of othercompetitors.

   For Q120, contract value growth of infrastructure construction/survey, design and consultingservices/manufacture of engineering equipment and components/real estate development/otherbusiness increased by 11.70%/- 32.70%/32.40%/- 65.90%/- 2.70% YoY. The company won much morebiddings of infrastructure construction than the industry average.

   In terms of infrastructure construction sub-sectors, the growth of highway and railway businessremained relatively fast, while urban engineering orders declined.

   By project, the value of newly signed contracts for railway construction, highway construction, urbanengineering construction increased by 9.10%, 75.30% and -2.70% YoY respectively. The railwaycontract value rose sharply, while urban engineering contract value declined slightly.

   Orders from domestic and overseas markets both achieved rapid growth.

   The company's Q120 newly-signed contract value stood at CNY 318.75 bn in China’s market, ayear-on-year increase of 4.10%, mainly benefiting from the rebound of railway orders; The company'sQ120 newly-signed contract value came in at CNY 18.84 bn in overseas market, a year-on-year increase of 162.70%, and the growth rate of overseas orders exceeded 60% for four consecutivequarters.

   As for real estate development, the company's Q120 land reserves decreased by 40%, the constructionarea tumbled by 69% YoY, and the contract value of real estate ped by 66%.

   Earnings forecast and investment recommendation: we estimate the company’s EPS to be CNY1.08/1.20/1.33 for year 20/21/22, implying a P/E ratio of 5.4/4.9/4.4x (based on the closing price ofApril 17th, 2020). We maintain “Outperform” rating for the company.

   Potential risks: macro-economic downturn; slower-than-expected operation of orders-at-hands;slower-than-expected progress of construction; worsening cash flow; over-expected losses on baddebts

更多中国中铁 (601390) 股票机构评级

2020-04-20,国泰君安给予中国中铁(601390)股票【增持】评级。目标价:10.02。分析师:韩其成,陈笑

2020-04-20,兴业证券给予中国中铁(601390)股票【增持】评级。

中国中铁601390新闻资讯

青岛即墨区28.1亿成交15宗地 万科、和达、中铁等均有落子

发布日期:2020-04-21

  4月21日,青岛即墨区15宗地块入市出让,包括蓝谷10宗、即墨经济开发区2宗、即墨古城东侧3宗,地块编号为JY20-66号至77号及JY20-89号至91号,总占地55.45万㎡,总建面119.02万㎡。最终15宗地全部出让成功,万科、和达、中铁、乐化、威刚科技、海洋科技等均有落子,总成交价达28.1亿元。

  观点地产新媒体了解到,JY20-74、75号2宗宅地被青岛万仁置业有限公司(万科)以底价3.64亿元拿下,成交楼板价3374元/㎡。这两宗地均位于即墨区青岛蓝谷尼姑山河以西、规划路以南、新民社区以北,为住宅地块。两宗土地占地总面积5.68万㎡,总规划建筑面积10.78万㎡。

  而JY20-76、77号2宗商住地被青岛和达创智投资有限公司(和达集团)以总价11.1亿元竞得,成交楼面价3215元/㎡。其中,JY20-76号地块为住宅兼商业地块,占地总面积7.71万㎡,规划建筑面积20.04万㎡,地块起始楼面地价2551元/㎡,起卖总价及竞买保证金均为5.11亿元。

  JY20-77号地块为商住混合地块,占地总面积6.90万㎡,规划建筑面积18.62万㎡。地块起始楼面地价3215元/㎡,起卖总价及竞买保证金均为5.99亿元。

  据悉,此次拿地为和达首进即墨。

  蓝鳌路南侧3宗商住地则最终被中铁建工集团诺德投资有限公司(中国中铁)以底价3.47亿元竞得,成交楼板价最高1158元/㎡。据了解,该3宗商住地编号为JY20-89号至91号,总建面30.74万㎡,为即墨中心城区东部片区安置区项目改造用地。地块最高楼板价1158元/㎡,最低楼板价1107元/㎡。

  此外,JY20-66号商住地被青岛蓝谷乐化科技(山东乐化)1.68亿元竞得,成交楼板价2300元/㎡;JY20-67至69号3宗地被青岛威刚逢时置业有限公司(威刚科技)4.57亿元竞得,最高成交楼板价3870元/㎡;JY20-70至73号4宗地被青岛海合信置业有限公司(海洋科技)3.64亿元竞得,最高成交楼板价14000元/㎡。

中国中铁:融资净买入5069.36万元,融资余额11.65亿元(04-20)

发布日期:2020-04-21

中国中铁融资融券信息显示,2020年4月20日融资净买入5069.36万元;融资余额11.65亿元,较前一日增加4.55%。

融资方面,当日融资买入1亿元,融资偿还4935.21万元,融资净买入5069.36万元。融券方面,融券卖出33.54万股,融券偿还72.4万股,融券余量118.82万股,融券余额704.6万元。融资融券余额合计11.72亿元。

中国中铁融资融券交易明细(04-20)
中国中铁历史融资融券数据一览

免责声明:本文基于大数据生产,仅供参考,不构成任何投资建议,据此操作风险自担。

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