《大行》里昂:更强财政政策应有助于巩固水泥需求反弹 荐海螺水泥(00914.HK)、华新水泥(06655.HK)、华润建材科技(01313.HK)及中国建材(03323.HK)

阿斯达克财经
15 Oct 2024

里昂发表报告指,财政部已着手跟进更有力的财政政策,预期明年基建增长将获支持。此外,该行认为今年6月开始的几轮价格上涨证明水泥行业已走出供需严重失衡的阶段。
该行指,水泥企业已重新就协同控制生产以促进供需平衡达成共识。因此在需求改善及供应协同改善的情况下,水泥行业应可于明年取得更佳的盈利表现。

该行看好水泥龙头公司的业绩有可能持续改善。推荐海螺水泥(00914.HK) 华新水泥(06655.HK) 华润建材科技(01313.HK) 中国建材(03323.HK) 。(ha/a)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-14 16:25。)

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