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港股異動丨水泥股走強 地產修復疊加基建落地或促量價回升
格隆匯12月9日丨華潤水泥漲近8%領漲,中國建材漲近7%。日前,陝西、河北兩地相繼發佈水泥冬季錯峯生產方案,帶動部分地區水泥價格迎來小幅回升。截至12月5日,前11個月地方債發行近7.3萬億元,其中,新增專項債發行規模首次突破4萬億元,創下專項債發行七年來的新高,有效支撐基建項目開工率提升。與此同時,近期地產融資端利好政策頻出,支持民企發債以及預售資金新規等政策將在一定程度上緩解房企資金壓力,地產竣工有望迎來修復期。

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