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港股异动 | 粤海投资(00270)涨近4%领涨水务股 水务行业或开启下一轮调价周期

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水务股近期表现强势,截至发稿,粤海投资(00270)涨3.79%,报6.03港元;中国水务(00855)涨3.29%,报4.4港元;北控水务集团(00371)涨0.57%,报1.77港元。

消息面上,根据浦东水务集团旗下上海南汇自来水有限公司11月20日发布的《告居民书》,本次水价第一阶梯从3.37涨到4.05,涨价20.2%,第二阶梯从4.75涨到5.8,涨价31.4%。调价方案自2024年1月1日起施行。

国泰君安表示,预计水务行业上市公司将会逐步进入下一轮调价周期,水价上涨将为公司带来新的业绩增量;在业绩稳健增长的同时,水务公司估值低、分红可观,货币宽松背景下,高股息率配置价值显著。

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