智通财经APP获悉，麦格理发布研报称，内地建筑活动于春节后出现回升，符合历史水平，至于建筑机械等领先指标增长强劲。华东地区水泥企业于3月初上调水泥价格，而华南地区于过去数周亦进行两轮提价。该行认为，水泥价格上涨主要由于去年下半年的供应管控措施重现，领先企业在激烈价格战后同意差异化停产;以及春节淡季过后建筑活动回升。
该行提及海螺水泥(00914)总经理朱胜利近日到访广西水泥企业，就供应端管控的前景进行讨论。该行预期供应管控日后将持续，并支持水泥价格，其中西南、西部及北部地区低库存将有助水泥价格上涨。
另外，麦格理将海螺水泥2024至2026财年盈利预测分别下调34%、22%及25%，以反映销量预测下调，对其目标价由25港元上调至27.2港元。该行亦将华润建材科技(01313)今明两年的盈利预测下调25.6%及26%，并引入2027年净利润预测为28亿港元人民币;维持对其目标价2.4港元。该行维持对上述两只个股“跑赢大市”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.