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建材水泥股普漲,各地吹響重大基建集結號

格隆匯1月11日丨華潤水泥漲5%表現最佳,亞洲水泥漲3.2%,海螺水泥、中國建材、山水水泥均漲超2%。2022年新年伊始,多地重大工程項目建設開工。據不完全統計,截至1月10日,這些重大項目的總投資規模超過3萬億元。同時,通過近期各地政府會議表述來看,2022年地方推動“基建投資”發力穩增長的重點漸次清晰,水利、交通、能源和互聯網新基建等被多次提及。個股方面,華泰證券維持華潤水泥“買入”評級,目標價升至9.7港元,該行認為較高的水泥價格應足以彌補煤炭成本的上漲,並預計1Q22噸毛利有望實現同比正增長;摩通料內地今年基建需求改善,看好海螺水泥及中國建材。

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