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港股建材水泥股集體走強 中國建材、金隅集團漲超5%
格隆匯 02-22 13:00
格隆匯2月22日丨延續近日強勢,港A市場建材水泥股今日繼續集體上漲,港股市場中,山水水泥、金隅集團和中國建材均漲超5%,且均創去年8月以來新高;海螺水泥漲超3%,華潤水泥漲近3%。近期各省市加速公佈2021年重點建設投資計劃。有機構預計在去年存量項目和今年規劃項目的共同支撐下,整體水泥需求無需過分擔憂。另有機構表示,當前建材水泥板塊性價比仍然較高,低估值水泥品種有望受益於節後較好的復工預期和兩會政策催化,在春節-兩會區間內表現較好。
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