港股異動 | 建材水泥股普漲 亞洲水泥(0743.HK)升逾3%領漲
格隆匯2月14日丨建材水泥股普漲,亞洲水泥(0743.HK)升3.49%領漲,中國建材、金隅集團漲逾2%。工信部昨日消息稱,下一步,工業和信息化部原材料工業司將會同行業協會指導重點水泥企業有序復產,加大醫療垃圾協同處理力度。中信證券曾指,覆盤SARS,疫情對當時景氣向上的建築產業鏈影響有限。展望本次疫情,預計主要影響為大範圍延遲復工及勞務人員返程遲緩,或影響基建復甦節奏;但在專項債等財政支持加大、資金邊際寬鬆及疫情後逆週期調節或適度加強下,2020基建仍將穩增。繼續推薦低估值建築央企及與基建相關度高的水泥龍頭。
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