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《大行報告》瑞信:內地提早啟動建設旺季 看好海螺水泥及潤泥
阿思達克 02-19 14:34
瑞信發表報告指,為響應政府呼籲農曆新年「就地過年」,估計今年內地建設項目會提前開始。該行的計算顯示過去30日內地旅遊人次達5.08億人,按年下跌68.3%,由於眾多工人亡選擇不返回家鄉,意味建設工程或會提早重啟。

該行表示,內地農曆新年過後的水泥需求強勁,預料今年農曆新年平均出貨率較去年同期高十個百分點。隨著去年下半年獲得融資的基建建設持續,該行預計水泥需求會有強勁復甦,估計今年首季平均水泥出貨量按年上升約20%,預示良好的水泥價格及企業盈利。

瑞信繼續看好海螺水泥(00914.HK)及華潤水泥(01313.HK),兩企評級均為「跑贏大市」,目標價分別66元及12.5元。該行相信,內地建設活動在今年上半年會維持韌性,並相信刺激政策帶來的正面效應持續,有利水泥需求。

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