《大行報告》摩通料內地今年基建需求改善 看好鞍鋼、海螺水泥及中國建材
摩根大通發表報告表示,中國原材料行業需求在2021年第四季回落至近十年前(2011年)水平後,估計內地今年基建需求改善,該行看好內地鋼鐵及水泥行業,並料上季表現跑輸的紫金(02899.HK)及中鋁(02600.HK)今年營運表現可望追上。
該行指行業看好寶鋼股份(600019.SH)、鞍鋼(00347.HK)、海螺水泥(00914.HK)及中國建材(03323.HK),可受惠內地對原材料需求正常化趨勢,兼且估值已處於歷史低位,指今年迎來吸引的切入點。
摩通表示,重申對鞍鋼「增持」評級及目標價7.5元,維持對海螺水泥「增持」評級及目標價56元。該行重申對中國建材「增持」評級,將目標價由13.3元降至13元。
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