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受益於PPP政策,園林公司迎來利好

今年6月初,財政部聯合20個部委啟動了第三批PPP示範項目申報工作。截止7月25日,申報及推薦的項目數量達1151個,計劃總投資額超過2萬億元。 2014年財政部推出首批30個PPP示範項目,總投資額1800億元。2015年推出第二批PPP示範項目數量206個,總投資額6589億元,遠超第一批。預計第三批PPP示範項目將有半數項目入選,總投資額或超1萬億元,遠超前兩批。目前第三批PPP示範項目的專家評審工作已經完成,最終確定的PPP示範項目名單將不日在財政部網站公布。

根據財政部PPP中心數據,截至2016年7月30日,全國PPP綜合信息平臺項目庫入庫的項目數量為10170個,入庫項目金額約12萬億元。另外,6月底全國已經有總投資額1萬億元的PPP項目正式落地。作為穩增長的重要抓手,PPP模式將受益於环保國策以及PPP立法的推進加快落地,步入快速發展時期。

具體而言,我們推薦博大綠澤(1253.HK),隨著园林綠化行業加快PPP進程,园林公司迎來了廣闊發展空間。2016年上半年博大綠澤公布了3個合計21億元的PPP项目,其中一個已於期內開工,預計2017年完成,另外兩個於2017年動工,預計2018年完成。與此同時,公司的建築設計能力和PPP項目承接能力也在進一步增強,隨著公司有能力獲取更多PPP項目,未來業績持續高增長有保障。作為港股唯一园林上市標的,博大綠澤將受益於PPP投資額的加快增長,PPP大訂單有望推動公司業績實現爆發。

撰稿: 研究部
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