野村:發改委批大灣區城際鐵路建設 華潤水泥(1313.HK)或最受惠
野村發表研究報告指,中國國家發改委(NDRC)批准大灣區城際鐵路建設規劃,該建設包括13條市際鐵路和5個交通樞紐,鐵路總長度約為775公里,總投資額為4740億元人民幣。該行認為華潤水泥(1313.HK)或最受惠,予其“買入”投資評級。
野村表示,中國政府歷來都依靠基礎設施和房地產行業來穩定GDP增長,尤其環球風險出現時,並料未來幾年內水泥和鋼鐵的需求增加。該行又指,華潤水泥70%的水泥出貨量都運往廣東和廣西省,料獲益最大。

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