《大行報告》裏昂升中建材(03323.HK)評級至「買入」 上調潤泥(01313.HK)目標價至4.7元
裏昂發表報告,預期在更高赤字率和地方政府專項債券配額,以及準財政政策工具實施支持下,內地今年基礎設施固定資產投資(FAI)將有7%至8%的按年穩健增長。
在水泥業方面,該行預期今年的銷量將按年持平,而價格料將錄按年下跌,但估計成本的壓力較小,可令盈利築底反彈。行業首選中建材(03323.HK)及華新水泥(600801.SH),中建材目標價由「跑贏大市」升至「買入」,目標價由7元上調至8.4元。至於華潤水泥(01313.HK)評級維持「跑贏大市」,目標價由4.4元升至4.7元。
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