港股異動|中國聯塑漲超5%,創6個月新高,天風指其爲管業龍頭韌性較強
中國聯塑(2128.HK)現漲超5%,高見4.41港元創6個月新高,總市值136億港元。消息上,日前中央財政資金補助城市地下管網基建,管道材料企業受益。公司長期穩居塑料管道行業的龍頭地位。從產值來看,聯塑在國內市場佔有率(以產量計算)約20%,佔據行業首位,遠超同業競企。天風證券研報指出,公司爲管業龍頭韌性較強,毛利率同比向上修復。在海外市場,公司加速佈局東南亞、非洲,通過本土化策略提升國際市場份額。另外,短期償債能力有所緩解,借款結構更趨合理,爲公司未來海外擴張與新能源業務投建提供了更好的財務基礎。

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