港股異動 | 水泥股普漲 亞洲水泥漲近3%
格隆匯9月26日丨水泥股普漲,亞洲水泥(0743.HK)漲2.85%、山水水泥(0691.HK)漲2%,海螺水泥、金隅集團等均有拉昇。天風證券指出,基建政策加碼,《交通強國建設綱要》近日印發,目標到2035年基本建成交通強國。我國基礎設施增長仍有很大潛力,整體存量水平大約相當於發達國家的30%,結合政策環境友好,看好四季度基建投資增速,在房屋新開工增速放緩的背景下,水泥需求有望得到對衝支持。宏觀政策提高基建投資預期,疊加流動性改善,水泥股估值率先受益。華創證券認為,今年以來,水泥行業需求表現較強,1-8月水泥產量同比增長7%;逆週期調控加碼,將有利於支撐後期水泥行業的需求。
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