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港股異動 | 港A兩市建材水泥股強勢上漲 海螺水泥A股再創新高
格隆匯 03-02 09:54
格隆匯3月2日丨港A兩市建材水泥股強勢上漲,港股市場中國建材(3323.HK)升逾5%領漲,亞洲水泥、海螺水泥、金隅集團均漲逾3%。A股市場寧波富達漲停,冀東水泥拉昇逼近漲停,華新水泥、海螺水泥、四川金頂漲逾6%。其中,海螺水泥A股盤中觸及59.22元創上市新高。根據中國水泥協會數據顯示,截至2月25日,水泥行業復產率31.45%,人員到崗率為60%。中國水泥協會副祕書長陳柏林表示,從全年看,2020年水泥需求是延後釋放,對全年整體需求影響不大。其中,基建和房地產仍將對水泥需求起到較強的支撐和拉動作用。業內人士預測,在“十三五”規劃收官、專項債規模擴大之下,穩增長政策將明顯發力,2020年將會保持傳統基建項目和新型基建項目並行發力的態勢,從政府、市場兩方面推進,全年基建投資增速有望明顯回升,預計在8%至9%左右。
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