麦格理中国建材调查: 订单增加,但市场情绪转弱,港股看好海螺水泥等

智通财经网
22 Apr

要点新订单指数在 2025 年 4 月环比上升 8.7 点至 57.5.基本符合季节性规律。市场情绪在 2025 年 4 月恶化至 34.3(环比下降 12.1 点)。房地产新开工降幅收窄;水利基础设施建设依然强劲,3 月份公路和铁路基础设施建设数据有所改善。我们看好海螺水泥(00914.HK/600585.CH)、华润建材科技(01313.HK)、金达尔钢铁电力公司(JSPL)和塔塔钢铁(...

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