智通财经APP获悉，里昂发表报告称，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) 、华新水泥(06655) 、华润建材科技(01313) 及中国建材(03323) 。
该行认为，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，水泥行业应可在明年取得更好的盈利表现。
该行称，财政部已着手跟进更有力的财政政策，预计明年基建增长将会获得支持。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。
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