华润建材科技(01313)今日盘中大涨5.23%,吸引了投资者的关注。此股价表现或与下述利好因素息息相关:
自11月以来,随着一系列刺激房地产和基建等实体经济政策措施出台,水泥等相关行业迎来出货量和产品价格回升的机会。国家统计局数据显示,11月份水泥制造价格已环比上涨6.2%。此外,多家机构预计,在近期宏观经济企稳和政策利好持续释放的背景下,水泥行业将在第四季度迎来量价齐升的积极转变。
业内普遍认为,随着各项利好政策不断落地,预计将有效提振下游工程项目开工率并减缓水泥需求下滑趋势,水泥龙头企业有望受益于估值修复。作为国内水泥行业龙头之一,华润建材科技有望借此机会实现业绩和估值的全面改善。
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