內地擬增發1萬億元人幣國債撐災後重建 水泥股受捧升3%-12%
內地擬於今季增發1萬億元人民幣國債支持災後重建等工作,刺激A股工程機械、建築節能、建築材料及水利建設板塊升3.2%-3.9%,數隻個股漲停。本港水泥建材股跑贏,尤其是山水水泥(00691.HK)高見0.1元,現報0.66元,續升12%。
海螺水泥(00914.HK)及中建材(03323.HK)終止連日跌勢,股價由逾7年低位反彈,最高見19.28元及3.68元及,現報19.16元及3.63元,回升6.6%及7.4%。
潤泥(01313.HK)繼昨天由逾七年半低位反彈後,今天進一步高見1.98元,現報1.88元,續升5%。
西部水泥(02233.HK)、金隅(02009.HK)、華新水泥(06655.HK)及亞洲水泥(00743.HK)升3%-6%,後者跑贏報2.48元。
中國鋁業(02600.HK)及藍籌宏橋(01378.HK)高見4.05元及7.45元,現報3.99元及7.11元,續升3.6%-5.3%,後者股價重越20天線。馬鋼(00323.HK)及鞍鋼(00347.HK)升2.5%-3.6%,報1.22元及1.72元。
此外,基建股中鐵建(01186.HK)、中交(01800.HK)、中車(01766.HK)及中鐵(00390.HK)依次升2%-3.69%,後者曾高見3.82元。
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