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《大行报告》瑞信:内地提早启动建设旺季 看好海螺水泥及润泥
阿思达克 02-19 14:34
瑞信发表报告指,为响应政府呼吁农历新年「就地过年」,估计今年内地建设项目会提前开始。该行的计算显示过去30日内地旅游人次达5.08亿人,按年下跌68.3%,由於众多工人亡选择不返回家乡,意味建设工程或会提早重启。

该行表示,内地农历新年过後的水泥需求强劲,预料今年农历新年平均出货率较去年同期高十个百分点。随着去年下半年获得融资的基建建设持续,该行预计水泥需求会有强劲复苏,估计今年首季平均水泥出货量按年上升约20%,预示良好的水泥价格及企业盈利。

瑞信继续看好海螺水泥(00914.HK)及华润水泥(01313.HK),两企评级均为「跑赢大市」,目标价分别66元及12.5元。该行相信,内地建设活动在今年上半年会维持韧性,并相信刺激政策带来的正面效应持续,有利水泥需求。

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