港A兩市建材水泥股集體高開 華潤水泥(1313.HK)漲超5%
格隆匯2月22日丨港A兩市建材水泥股集體高開,港股中,華潤水泥(1313.HK)漲超5%領漲,金隅集團、海螺水泥、中國建材、亞洲水泥均漲超2%。A股中,中材國際漲近5%,上峯水泥、華新水泥等紛紛上漲。據悉,2月19日起,長三角沿江地區水泥熟料價格迎來節後第一輪上漲,幅度30元/噸。熟料價格超預期提前上漲,隨着粉磨站繼續備貨,主導企業積極推動價格恢復性上調。瑞信發研報指,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。H股繼續看好海螺水泥及華潤水泥,評級均為“跑贏大市”,目標價分別為66港元及12.5港元。該行相信內地建設活動在今年上半年會維持韌性,料刺激政策帶來的正面效應持續,有利水泥需求。


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