智通财经APP获悉，摩根士丹利发布研究报告称，水泥行业经过上半年的严重亏损后已作出调整，加上生产控制政策，应有助于避免水泥生产过剩和提高行业整合。该行相信，领先的水泥生产商应受惠于新的供应管制，而且水泥不会受到潜在竞争的影响。
大摩表示，明年内房的开工及完工量可能持续下降。新的基础建设与工业投资或会温和增长，进而令后期建筑材料需求疲弱。此外，领先的生产商在销售政策上已更加谨慎。该行下调华润建材科技(01313)2024至26年的每股盈测18%、8%及5%，惟上调目标价19%至2.3港元;下调西部水泥(02233)2024年每股盈测5%，2025至26年盈测则分别上调22%及8%，目标价升至1.5港元。
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