港股異動丨水泥股全線飄紅 基建政策加碼
格隆匯10月8日丨水泥股全線飄紅,其中華潤水泥(1313.HK)漲近3%,亞洲水泥(0743.HK)和海螺水泥(0914.HK)漲超2%。《交通強國建設綱要》上個月印發,目標到2035年基本建成交通強國。天風證券近日發佈研報稱,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。水泥基本面方面,短期關注水泥普漲行情,旺季價格上漲利好企業盈利。
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