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《大行報告》匯豐研究下調水泥股目標價 降潤泥(01313.HK)評級至「持有」
匯豐研究發表研究報告指,原本預計5月份內地水泥需求將在基建需求回升推動下有所改善,然而由於目前房地產需求持續惡化,復甦未如預期,加上基建工程增量步伐溫和,以及疫情下封城措施的影響持續更長時間,因此自5月中旬水泥生產正常化以來,價格出現大幅下跌,需求卻未見回升,導致庫存堆積。 該行指出,6月至8月為傳統的雨季,期內水泥需求難以反彈,因此認為短期內行業缺乏催化劑,可能要等到9月份雨季結束後需求才見恢復,從而為水泥平均售價及水泥股的股價帶來支持。 匯豐研究預測今年全年行業需求跌幅由3%下修至跌6%,同時預計2023年需求將趨向穩定,下調對所有水泥股的預測,華潤水泥(01313.HK)的評級則由「買入」降至「持有」,預期該公司受雨季影響最大,目標價由7.2元降至5.7元。而中國建材(03323.HK)則維持「持有」評級,目標價由10.2元降至9.3元。 匯豐研究亦將海螺水泥(00914.HK)目標價由54元降至47元,評級維持「買入」,指出對比同行,海螺水泥具行業領先地位和成本優勢,認為一旦刺激措施出台,9月份水泥需求回升,其將受益最大。
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