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港股異動丨水泥股低開高走 復工提速 多地基建投資計劃出爐
格隆匯 02-26 13:50
格隆匯2月26日丨港股市場水泥股今早一度低開,隨後不斷拉昇走高,中國建材(3323.HK)現漲近4%,金隅集團(2009.HK)漲3.67%。受新冠肺炎疫情與假期影響,水泥市場需求處於低位,水泥價格下跌。近期工地在陸續復工中,水泥需求有望復甦。近日,北京市、福建省、河南省、雲南省、江蘇省等地發佈了2020年重大項目投資計劃清單,總投資額合計逾11萬億元,其中基建投資仍是重要部分。財政部專家庫專家、360金融PPP研究中心研究總監唐川表示,受疫情影響,各地一度出現了不同程度的停工、停產。為平滑疫情造成的缺口,各省市紛紛出台了新一輪的基建發展計劃,確保經濟增長穩定在合理區間。
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