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《大行報告》花旗料內地末季減碳排放或削原料產量 首選中建材、海螺、中鋁、鞍鋼及紫金
花旗發表研究報告指,今年是中國首年達成碳排放協議的年份,政府已經就限制鋼產量採取行動,未來預期將有更多發電廠的要求出臺。相信政策將影響短暫,但亦見水泥、鋼、鋁價上升,重申看好原材料價格的預期,首選中國建材(03323.HK)、海螺水泥(00914.HK)、中國鋁業(02600.HK)、鞍鋼股份(00347.HK)、紫金礦業(02899.HK)。 該行指,水泥價格於第四季進入最好的風險回報期,因上半年投資者並不偏好水泥股,但目前見房屋水泥需求出現恐慌,未來任何放寬政策都有助改變市場情緒,相信未來兩年供應和需求基本面都會維持健康水平。政府亦促進基建開支,相信第四季價格上升有助帶動股價。 該行表示,鋁目前正處於結構性供不應求,價格將維持高企;至於鋼產能亦於第四季起下降,利好相關股份。
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