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野村:維持看好中國水泥板塊 首選中國建材
格隆匯 04-20 13:17

野村發表研究報告指,根據中國國家統計局的數據,中國3月份的總水泥生產按年下跌17%,而今年首兩個月則按年升29%,首季共按年下跌24%,與市場預期相若。野村維持看好中國水泥板塊,首選中國建材(3323.HK),另外看好三一重工。

該行指,由於水泥減產使庫存量持續下跌,但需求現正改善,預料水泥價格會在4月尾上升。另外,中國政治局已承諾增加政府投資在常規基礎設施上,包括新基礎設施,戰略性新興產業及舊居民區改造上,以刺激需求,減低新冠肺炎的影響。

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