港股異動 | 港A兩市建材水泥股普漲 港股市場中國建材升逾3%領漲
格隆匯3月18日丨港A兩市建材水泥股普漲,港股市場中國建材(3323.HK)升3.48%領漲,金隅集團漲逾3%,海螺水泥漲近3%。A股市場上峯水泥、冀東水泥漲逾6%,海螺水泥、塔牌集團、華新水泥等漲逾4%。個股方面,中國建材昨晚公佈,公司附屬中材科技2019年度實現歸屬於上市公司股東的淨利潤13.80億元,同比增長48.42%。板塊上,中銀證券指出,大規模基建計劃出台,建議關注水泥等早週期板塊:3月份以來,包括北京、河北、山西等13個省市區發佈了2020年重點項目投資計劃清單。2020年開始,基建投資重點依然在資金來源,預計全年專項債發行將明顯加速,並且用於基建的比例明顯提升,保證資金供給充裕。預計二季度基建投資增速有望回升至10%左右的增速,全年增速達到7%。推薦北新建材、海螺水泥、塔牌集團等。
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