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中信建投:市值管理徵求意見稿出台,水泥板塊將迎來轉機

中信建投研報稱,2024年9月24日,證監會就市值管理徵求意見稿徵求意見,其中第九條提出長期破淨公司應當制定上市公司估值提升計劃,包括目標、期限及具體措施。長期破淨公司應當至少每年對估值提升計劃的實施效果進行評估,並根據需要及時完善,經董事會審議後披露。中信建投統計的14家上市水泥公司中7家滿足長期破淨公司的條件(過去12個月每個交易日的收盤價均低於每股淨資產),中信建投認為水泥上市公司當前有較強的市值提升訴求。且當前股息率已經極具性價比。

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