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《大行报告》瑞信:中资资源股首选紫金、润泥、兖煤及海螺水泥
阿思达克 09-16 09:44
瑞信发表报告指,内地强劲的投资推动物料需求上升。根据国家统计局数据,今年8月房地产投资按年增长11.8%(首八个月按年增长5.3%),基础设施固定资产投资8月亦按年增长4%(首八个月按年下跌0.3%)。

该行表示,水泥、钢铁及金属的生产强劲,证明建设活动仍然稳固,预期当市场进入需求旺季时,水泥及铜的价格将会上升。另外,内地煤炭需求旺盛但供应仍然紧张,8月煤炭生产按年下跌0.1%至3.3亿吨,对比同月电力消耗按年增长7.7%,预期今年第四季煤炭供应仍然非常紧张,料对煤价有利。

中资资源股中,瑞信首选紫金(02899.HK)、润泥(01313.HK)、兖煤(01171.HK)及海螺水泥(00914.HK),四股评级均为「增持」,目标价分别7元、12元、7.5元及66元。

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