板塊異動 | 水泥股強勢，華潤水泥控股績後創新高
uSMART友信智投8月24日消息，週一港股，水泥股集體強勢，截至10:06分，華潤水泥控股升超7%，市中創新高；海螺水泥升超4%，亞洲水泥升超3%，西部水泥微跌。
業績方面，華潤水泥、海螺水泥的中期業績好於市場預期，券商紛紛唱好。
華潤水泥
中金髮表研究報告表示，華潤水泥上半年營收下跌3%至16.88億元，淨利潤同比增長11.3%至41.9億元，第二季度淨利潤30.78億元，同比增長35.1%，環比增長176%，大幅超出市場預期，同時超出中金預期，主要是受到銷量增幅及成本降幅超預期的利好。
中金預期，公司第四季度水泥價格有望再攀新高，全年盈利預計超出預期。
目前中金上調公司2020及2021年每股盈利預測3.8%及5.6%，至1.41及1.43元。維持“跑贏行業”評級，上調目標價至13.25港元。
海螺水泥
海螺水泥上半年實現收入740.1億元，同比增+3.3%，歸母淨利潤160.7億元，同比+5.3%，扣非淨利潤155.3億元，同比+4.0%，超預期。
其中Q2單季度實現收入508億元，同比+23.5%，歸母淨利潤111.6億元，同比+21.6%，扣非淨利潤109.5億元，同比+21.7%，單季度收入、歸母淨利潤均創歷史新高。
廣發證券認爲，受年初疫情及6-7月傳統淡季和梅雨季節的影響，水泥需求釋放的節奏放緩，但行業良好的供給格局仍能使價格維持在高位。隨着出梅後天氣好轉，前期積壓的需求開始集中釋放，在主導企業的引領下，全國核心區域長三角水泥價格已進入修復期，旺盛的需求有望持續到年底，公司也有望實現量價齊升。
廣發證券預計海螺水泥2020-2022年EPS分別爲7.0/7.0/6.9元/股，最新收市價對應PE分別爲8.5/8.5/8.6x倍，PB爲1.8/1.5/1.3倍。
廣發證券維持海螺水泥2020年合理估值2.2x PB的觀點不變，對應合理價值72.42元/股，按照當前A、H股溢價比例和匯率計算，H股合理價值爲70.03港元/股，維持A、H股“買入”評級。
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