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港股異動丨建材水泥股拉昇,中國建材發盈喜漲超9%領銜 受益行業“反內卷”
港股建材水泥股走強,其中,中國建材漲超9%,華潤建材科技漲超5%,海螺水泥漲超4%,亞洲水泥、西部水泥、金隅股份漲2.4%,中國天瑞水泥、華新水泥跟漲。消息上,中國銀河證券研報表示,近日召開的中央財經委員會第六次會議進一步深化了“反內卷”工作部署,建材行業更多領域加入“反內卷”號召,對行業產能佈局規劃及產品價格進行調整。水泥行業後續供給有序可控,助力行業高質量發展;玻璃纖維企業理性定價有望延續,盈利有望保持穩中向好態勢;防水行業開啓 “反內卷” 攻堅,企業利潤有望實現底部修復。個股方面,中國建材發盈喜,預計6月止六個月利潤約13.5億人民幣,相較上年同期虧損20.18億人民幣。花旗予中國建材“買入”評級及目標價4.2港元,次季淨利潤超預期。(格隆匯)

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