港股異動 | 亞洲水泥漲近7% 首9月多賺40.2%料未來水泥需求依舊強勁
格隆匯10月29日丨亞洲水泥(中國)(0743.HK)現漲6.98%,報10.12港元,暫成交1390萬港元,最新總市值159億港元。公司昨日公告稱,截至2019年9月30日止九個月收益91.82億元人民幣,同比增長16.4%;公司擁有人應占溢利22.4億元,同比增長40.2%。並認為,隨着基建“補短板”力度有所加碼,發改委提前著手“十四五”交通運輸規劃,及國務院印發《交通強國建設綱要》均為建材行業帶來利好,未來水泥需求依然強勁。同時,冬季的到來,水泥業錯峯生產開始進入高峯期,為水泥價格高位運行提供有力支撐。料第四季度水泥需求將保持穩定,受益於市場供需平衡、全年價格保持高位運行,集團對全年整體盈利感到非常樂觀。
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