国泰海通：维持高速公路业“增持”评级板块仍是交运红利优选

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智通财经APP获悉，国泰海通发布研报称，维持高速公路业“增持”评级。高速公路现金流稳定且分红稳定，股息确定仍是交运红利优选。行业政策优化箭在弦上，将系统性改善行业再投资风险。高速公路上市公司普遍有改扩建项目在推进中，改扩建政策将显著影响再投资回报率与长期投资价值，国家政策趋势需重点研究近年多个公路里程大省陆续出台地方级改扩建政策。国泰海通主要观点如下：通行需求具有韧性，分红稳定股息确定高速公路通行...

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国泰海通：维持高速公路业“增持”评级 板块仍是交运红利优选

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国泰海通：维持高速公路业“增持”评级板块仍是交运红利优选