港股異動丨建材水泥股拉昇 華新水泥漲近9% 海螺水泥漲近8%
港股建材水泥股拉昇明顯,其中,華新水泥漲近9%,海螺水泥漲近8%,西部水泥、亞洲水泥漲超5%,中國建材、金隅集團跟漲。消息上,經濟日報日前文章稱,堅持“反內卷”、強化行業自律,是水泥行業效益提升的保障。水泥作爲傳統產業,要提高效益還需建立穩定成熟的價格體系,這遠比搶奪市場份額重要。中信建投指出,在開工逐漸復甦的背景下,各子品類的漲價有望帶動建材板塊新一輪的上漲行情。中信證券指,今年下半年後建材行業或將迎來趨勢性投資機會。個股方面,華新水泥日前公告24年總收入342 億元,同比增長1.36%,歸母淨利潤24.2 億,同比下降12.5%。Q4歸屬淨利潤12.8 億元,同比增長43.9%;長江證券予海螺水泥“買入”評級,期待Q2能釋放更高業績增速。(格隆匯)

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