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中信證券:旺季提價提前,預計水泥企業的盈利穩定性高
uSMART盈立智投 08-03 09:15

中信證券研報指出,從中長期角度看,雙碳目標擡升水泥行業成本曲線,龍頭企業具備競爭優勢,且隨着對骨料、混凝土等相關業務的佈局,打開成長空間。短期看,雖然當前水泥行業需求偏弱,但隨着逐步進入旺季,需求邊際轉好,疊加當前庫存不高,旺季提價提前,預計水泥企業的盈利穩定性高。考慮到當前估值,我們認爲龍頭企業具備配置價值,推薦華新水泥、海螺水泥,建議關注中國建材。

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