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港股異動丨建材水泥股繼續走強 亞洲水泥(0743.HK)漲近3%
格隆匯 05-08 13:59
格隆匯5月8日丨建材水泥股繼續走強,亞洲水泥(0743.HK)漲近3%,華潤水泥漲逾2%,中國建材、金隅集團漲逾1%。個股方面,華潤水泥一季度淨利潤同比減少25.2%至11.14億港元,野村最新發研報指,潤泥的管理層重申水泥需求會在今年下半年變得強勁,全年的水泥出貨量會跟去年的水平相若,相信下半年的基建及物業板塊能帶動需求。該行維持其“買入”評級,目標價11.3港元。板塊上,浙江、安徽、內蒙等多地一大批重大項目集中開工,帶動水泥需求持續回暖,短期水泥價格有望繼續上漲。此外,全國範圍內的老舊小區改造,至少需要3.8萬億元投資,業內人士認為,水泥、鋼筋等基礎建材行業或從中受益匪淺。

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