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華潤水泥(01313.HK):今年發展較穩定 基建投資利好行業
阿思達克 03-20 12:31
華潤水泥(01313.HK)首席財務官譚穎表示,去年宏觀經濟和房地產行業下行,令水泥行業面對較大的挑戰,而集團主營區域爲廣東和廣西,並有加大投資,跟行業亦有一定的協同。她相信,今年會是較爲穩定的一年,相信今年中國經濟會有較大的回覆性增長,建基投資加大力度亦會利好水泥行業。 財務部投資者關係組邢韜補充,預計兩會後基建會快速增長。中央將今年經濟增成長目標設定在「5%左右」,惟目前出口情況不太理想,甚至有機會下滑。另外,他預料今年消費僅錄得溫和復甦,並存在不確定性,相反,大型基建投資具有確定性,首季重點投資的基建增速較快。 譚穎表示,去年水泥價格先高後低,並達到歷史低點,今年則慢慢恢復,春節後工人陸續開工,3月水泥價格續漸回暖。她指出,集團今年會採取「小步慢跑」策略, 4月是傳統小旺季,料屆時水泥會小幅漲價。 邢韜亦提到,預計今年水泥價格按年基本持平,惟不會快速回復到2020年的水平,因爲目前房地產局面轉變,供需平衡亦出現新常態。 收購方面,邢韜指出,當中國的城市化率達到平均時,就會發出拼購和整合。集團會聚焦核心地帶,收購條件是需要在好的區域、產能5,000噸以上、有礦山資源、達到碳排放標準。
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