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港股異動|中國聯塑大漲近10% 股價創3個月新高
格隆匯 03-17 15:50

中國聯塑(2128.HK)今日高開高走,午後漲幅進一步擴大,現漲9.51%報3.8港元,股價創去年12月16日以來約3個月新高,暫成交8300萬港元,最新市值117.9億港元。中信證券近日發研報稱,國內水泥行業面臨下遊需求疲軟的挑戰,衆多水泥企業紛紛將目光投向海外,東南亞和非洲是企業出海的熱門目的地。非洲地區需求增長空間大,且參與者較少,水泥價格全球較高。鑑於歐洲國際巨頭正逐漸退出新興市場,我國企業有望憑藉較強的成本優勢提高市場份額。在我國水泥市場短期內難有較大轉變下,海外業務已然成爲水泥企業業績增長的關鍵支撐。據悉,作爲建材行業尤其是塑料管道領域的龍頭,中國聯塑已積極佈局印尼、柬埔寨、泰國、馬來西亞及越南等國家建立生產基地,在海外市場成績斐然。其中,在柬埔寨參與了多個重大項目建設,包括班迭棉吉水務項目、德崇國際機場、菩薩省水務局管網擴建和西港博萊國際大酒店等。在馬來西亞,聯塑憑藉PALING、SPIROLITE、SNOW三大本土品牌深耕市場。(格隆匯)

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