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《大行報告》大和升中聯重科(01157.HK)評級至「跑贏大市」 目標價上調至3.55元
大和發表報告指,人民銀行與中銀保監早前出台金融16條措施,放寬對內房發展商及其供應商的融資限制,相信內地房地產建設最壞時間或已過去,並將近期推出的措施視為政策底線。 該行認為,近期的政策放鬆有助推動中聯重科(01157.HK)股價,包括直接推動發展商購買集團的機器,加上地方政府有更多資金帶動基建需求,而放寬防疫限制的預期亦可能提振股價。 大和上調中聯重科H股股份評級,由「持有」升至「跑贏大市」,目標價由2.57元上調至3.55元。
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