《大行報告》富瑞:內地次季水泥降價並非價格戰開始 近期水泥股疲弱呈入市良機首選中建材
富瑞發表報告指,內地水泥價格於第二季的旺季下調是一次意外,但並不代表行業的價格紀律結束及價格戰開始,認為市場猜測海螺水泥(00914.HK)董事長換屆將導致戰略變化並無根據。
該行表示,近期與海螺水泥和中國建材(03323.HK)的中高管理層進行了對話,得出的總結是相信最近的股價疲弱,是於下半年由基建帶動復甦前買入水泥股的黃金機會。
富瑞於中資水泥股中的首選為中國建材,股份評級「買入」。
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