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中信證券：水泥出海正當時國內企業有望憑藉較強成本優勢提高市場份額

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评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1258314.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1997244956.HKD","SG9999003461.SGD","00855","BK0276","BK1194","BK1516","600030","LU1997245094.SGD","BK0188","LU1064130708.USD","BK1552","LU2148510915.USD","LU2495084118.USD","BK0028","LU1328615791.USD","BK1564","06030","LU1794554557.SGD","BK1147","BK0012","LU0405327148.USD","LU0405327494.USD","LU1720050803.USD","LU1997245177.USD","LU2289578879.USD","BK0183","LU1064131003.USD","BK0196","BK1521"],"gpt_icon":0},{"id":"2517974068","title":"中信證券：全面提振信心，擁抱核心資產","url":"https://stock-news.laohu8.com/highlight/detail?id=2517974068","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517974068?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 08:30","pubTimestamp":1741221000,"startTime":"0","endTime":"0","summary":"　　来源|中信证券研究。我们沿着科技创新推动产业价值重构、供给侧改革引导行业供需出清以及制度优化释放消费潜能三个视角，从科技、工业和消费板块中甄选出A股“新核心资产30”组合，中国的核心资产有望迎来春天。　　本文节选自中信证券研究部已于2025年3月5日发布的《A股市场热点酷评—全面提振信心，拥抱核心资产》报告，具体分析内容请详见报告。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/marketresearch/2025-03-06/doc-inensmtt3774014.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1521","LU1997245094.SGD","LU1328615791.USD","BK1147","BK1516","BK0188","BK0196","LU2495084118.USD","BK0183","LU1997245177.USD","LU1997244956.HKD","LU1064131003.USD","BK0028","LU2289578879.USD","600030","06030","LU0405327148.USD","LU1720050803.USD","LU1794554557.SGD","BK0276","LU1064130708.USD","LU0405327494.USD","LU2148510915.USD","BK1564","BK0012"],"gpt_icon":0},{"id":"2517971815","title":"中信證券：市場信心修復將從科技領域逐步擴散到經濟領域","url":"https://stock-news.laohu8.com/highlight/detail?id=2517971815","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517971815?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 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刘春彤。　　2025年两会如期召开，除了符合预期的总量类经济目标之外，科技AI创新+供给侧“反内卷”+需求侧扩内需三大明确的政策思路振奋人心，预计市场信心的修复将从科技领域逐步扩散到经济领域。　　2025年《政府工作报告》提出，GDP增速目标为5.0%左右，赤字率为4%，特别国债总计规模接近2万亿，地方政府专项债规模超过4万亿等，这与中央经济工作会议的定调基本一致，也符合市场预期。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/marketresearch/2025-03-06/doc-inensmtv1100089.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0405327494.USD","BK0276","LU1997245094.SGD","LU1794554557.SGD","BK0196","BK1521","LU1720050803.USD","BK1147","LU1064130708.USD","600030","BK1564","BK1516","BK0028","LU1328615791.USD","LU2289578879.USD","LU0405327148.USD","LU1997244956.HKD","LU1997245177.USD","LU1064131003.USD","BK0188","BK0183","06030","LU2148510915.USD","LU2495084118.USD","BK0012"],"gpt_icon":0},{"id":"2517997976","title":"中金：A股市場已過重山 底部大概率已經出現","url":"https://stock-news.laohu8.com/highlight/detail?id=2517997976","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517997976?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 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