砂拉越千亿发展基建 建筑业合约陆续有来
(吉隆坡20日讯)砂拉越政府计划未来数年注资1000亿令吉发展该州,分析员认为,这意味着会推出更多基建项目,相信主要集中于被早前展延与放弃的项目,这对建筑业者累积订单有利。
MIDF投资研究日前发布报告写到,该金额只是州政府的保守估计。
砂政府计划在2028年前,注入1000亿令吉资金,当中640亿令吉会来自州政府年预算,砂拉越能源(Sarawak Energy)则出资约400亿令吉。
另外,日本住友与韩国三星还有高达数十亿令吉的投资设厂项目,估计将在今年开工。
根据近期数月媒体报道,分析员认为,州政府正专注于早前被展延或放弃了的项目。
“砂拉越已确认了大约84个相关项目,解决此问题的计划,包括任命救援承包商。”
这意味了很大部分的项目将被重新竞标,是建筑业者累积订单的好机会。
“砂拉越的建设前景依然亮眼,因为该州仍致力于重新启动政权易手后在2018年被搁置的项目。”
同时,第二主干大道(Second Trunk Road)竞标,估计今年有7个工程配套招标,明年也有7个配套;总造价约58.4亿令吉。
另一个备受关注的是疫后发展策略计划中的基建发展,州政府已为各项行动拨出630亿令吉,且集中于道路、桥梁、水电供应和通信网络等基建。
今年6月,砂政府透露共有7530公里连接偏远地区的新道路待建,3487公里道路需要升级优化,反映出长期的强劲工程订单。
砂州总理丹斯里阿邦佐哈里昨日才指出,砂政府正敲定一项提供建筑业者的援助计划,且会侧重于原料价格。
“尽管我们研究追踪的大部分建筑股中,原料价格都不是大麻烦,但这仍是该领域乐见的行动,可缓冲下行风险。”
建筑股比一比
首选砂查也马特许甲明
整体考虑后,分析员维持建筑领域“正面”评级,首选的砂州建筑股是该州唯一洋灰制造商砂查也马特(CMSB,2852,主板工业股)和前者联号公司许甲明(KKB,9466,主板工业股)。
“我们也看好两家公司强劲财务状况,各别持有1亿60万和1亿8160万令吉净现金,让他们有更多财务空间承接基建项目。”
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E7%A0%82%E6%8B%89%E8%B6%8A%E5%8D%83%E4%BA%BF%E5%8F%91%E5%B1%95%E5%9F%BA%E5%BB%BA-%E5%BB%BA%E7%AD%91%E4%B8%9A%E5%90%88%E7%BA%A6%E9%99%86%E7%BB%AD%E6%9C%89%E6%9D%A5
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