水泥股随A股同业全面急涨逾5%-12% 西泥及中建材最强
A股今天水泥建材板块急涨4.6%;本港上市的中资水泥股也全面受捧急涨逾5%-12%,西部水泥(02233.HK)最强高见1.77元,现造1.75元,续涨12%,成交增至4,345万股。
中国建材(03323.HK)及海螺水泥(00914.HK)一举升破四条移动平线,最高见9.46元及59.55元,现造9.43元及59.4元,续升10%及7.2%,成交增至5,185万股及990万股。
亚洲水泥(00743.HK)重越20天及10天线(8.01元),最高见8.43元,现造8.42元,续弹8.2%,成交增至364万股。山水水泥(00691.HK)重越10天线及百天线(2.17元及2.24元),最高见2.32元,现造2.26元,回升5.1%。华润水泥(01313.HK)重越10天线(9.95元),最高见10.44元,现造10.4元,续弹5.2%,成交增至1,359万股。
中金上月下旬曾指出,展望下半年,预期在稳增长政策支撑以及竣工端回暖趋势下,内地建材板块整体景气向好。中期来看,该行认为水泥板块将受益於优秀竞争新格局,有望维持高盈利韧性;消费类建材在新型城镇化与地产集采红利共同驱动下,叠加多品类平台化初见雏形,龙头公司将迎来新成长的黄金时期。
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