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牛熊異動 | 中國建材認購證漲逾40%!
uSMART盈立智投 03-02 13:54

港股中國建材逆市走強,今日最高觸及13.10港元,逼近2020年9月以來的最高點13.18港元。截至發稿,中國建材漲近4%,報12.42港元,國材高盛一四購A漲逾40%。

【通過日內融買入1手中國建材,僅需佔用本金2500港元】

消息面上,一季度是水泥消費淡季,價格往往呈走低態勢。但今年在下遊快速復工推動下,長三角地區大廠熟料價格已兩輪提價。業內人士表示,隨着下遊需求不斷提升,3月上旬水泥價格將迎來季節性反彈,二季度全國水泥價格有望同比轉正。有機構認爲,此輪PPI上升週期中,水泥市場內生的上行動力不可忽視,全年價格中樞存在超預期機會。

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