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港股異動 | 中國聯塑(2128.HK)漲5.22% 老舊小區改造加快推進
格隆匯 06-02 10:07
格隆匯6月2日丨中國聯塑(2128.HK)漲5.22%,報10.08港元,總市值313億港元。全國多地老舊小區改造加快推進。西安5月31日舉行了二季度重點項目集中開工儀式,總投資1412億元,老舊小區改造等民生項目佔比近半。温州將老舊小區綜合改造工程列入年度十大標誌性工程。從具體項目看,隨着夏季汛期的到來,排水管網改造有望率先推進。今年兩會政府工作報告中提出,新開工改造城鎮老舊小區3.9萬個,較去年增加一倍。供水、排水管網改造對應的管材需求也有望大幅提升。業內認為,管材行業正迎來多重利好。需求端,除市政領域受老舊小區改造、城鄉供水一體化等工程拉動外。管材還屬於地產後週期品種,受益疫情緩和帶來的竣工與交付不斷改善。供給端,PVC、PE等塑料管道受益油價下跌帶來的成本下降,產品毛利率有望提升。

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