天風證券:交通強國加碼水泥需求 6股有望率先受益
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。建議繼續重點關注海螺水泥、華新水泥、祁連山、天山股份、冀東水泥、上峯水泥。
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