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港股建材水泥股集体走强 中国建材、金隅集团涨超5%
格隆汇 02-22 13:00
格隆汇2月22日丨延续近日强势,港A市场建材水泥股今日继续集体上涨,港股市场中,山水水泥、金隅集团和中国建材均涨超5%,且均创去年8月以来新高;海螺水泥涨超3%,华润水泥涨近3%。近期各省市加速公布2021年重点建设投资计划。有机构预计在去年存量项目和今年规划项目的共同支撑下,整体水泥需求无需过分担忧。另有机构表示,当前建材水泥板块性价比仍然较高,低估值水泥品种有望受益于节后较好的复工预期和两会政策催化,在春节-两会区间内表现较好。
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