大行評級|花旗:對中國建材開啟30天上行催化劑觀察 目標價4港元
花旗發表報吿指,據數字水泥網,長三角地區水泥和熟料價格將於7月5日每噸上調50元。加價主要原因是行業自律和錯峯生產計劃(off-peak production schedules),計劃在7月和8月各停產10天,導致產量減少約30%。報吿指,此舉與疲軟的季節性因素背道而馳,認為是標誌着包括海螺水泥和中國建材在內的行業領先企業下半年將轉變價格策略,將利潤置於市場份額之上。另外,該行預計未來幾個月華東市場的價格將繼續上升。
該行維持中國建材“買入”評級,目標價4港元,並開啟30天上行催化劑觀察。
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