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我国经济未来将长期快速增长、汽车普及和重卡运输必将来临等因素,车流量在未来3-5年仍将保持高速增长,未来15-20年将是快速增长。目前,公路股的估值偏低,价值重估推动因素主要来自于:行业景气向好;较高的净利润CAGR;不断的资产收购等。
In the future, the economy of our country will grow rapidly in the long run, the popularization of automobiles and the transportation of heavy trucks will surely come. The traffic volume will maintain rapid growth in the next 3-5 years and will grow rapidly in the next 15-20 years. At present, the valuation of highway stocks is low, and the factors driving the revaluation mainly come from the following aspects: favorable industry sentiment; higher net profit CAGR; constant asset purchase and so on.