杰富瑞看涨大宗建材市场 大幅上调中国宏桥、中国建材等目标价

智通财经
09 Oct 2024

智通财经获悉,中国在9月底宣布一系列出人意料的刺激措施后,杰富瑞发布研究报称,这一轮量化宽松是可持续的,将有助于扭转需求。在这种背景下,杰富瑞大幅上调了中国宏桥(01378)、华润建材科技(01313)、中国建材(03323)、中国铝业(02600,601600.SH)、海螺水泥(00914,600585.SH)等公司目标价。杰富瑞指出,在旺季之前,大多数大宗商品的库存都得到了很好的去库存化,预计...

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