港A兩地有色金屬股走強 大摩調整資源股目標價 稱看好估值吸引的行業龍頭
格隆匯4月13日丨港股方面,中國有色礦業漲超11%,紫金礦業漲超7%,洛陽鉬業漲6.94%,中廣核礦業,江西銅業,中國黃金國際,五礦資源漲超5%,招金礦業,中國鋁業,中國宏橋跟漲;A股方面,神火股份漲停,雲南銅業漲6.62%,銅陵有色、江西銅業、雲鋁股份、天山鋁業漲超5%,錫業股份、西部礦業、盛屯礦業、天齊鋰業漲超4%。大摩預計,鋼鐵和鋁等材料的庫存在短期內會增加,隨後出口將增加,隨着被壓抑的需求和潛在的更多刺激措施,今年下半年需求前景應會有所改善。該行調整資源股目標價,看好估值吸引行業龍頭。 大摩認為,近期房地產政策放鬆將需要更多時間才能反映在需求中,另外年初至今地方政府專項債券發行的回升,將由於時間上滯後,而令今年下半年的新動工項目增加,認為水泥和鋼鐵行業的建築材料股可能更早恢復。 該行認為,儘管電動汽車價格上漲,但電動汽車原材料仍將獲得強勁的價格支撐和強勁的需求。另外,可再生能源將保持強勁增長勢頭。


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