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《大行報告》麥格理:資源股看好中鋁(02600.HK)、中國建材(03323.HK)、海螺創業(00586.HK)、鞍鋼(00347.HK)及恩捷股份(002812.SZ)
麥格理髮表報告,認爲基建需求增加趨勢會持續到明年第一季,該行因應能源價格飆升及供應短缺,上調中國資源今年價格預測,預料燃料煤價格每噸按年升30%、焦煤升24%、鐵礦升15%、鋁和鋼升6%。該行看好中鋁(02600.HK)、中國建材(03323.HK)、海螺創業(00586.HK)、鞍鋼(00347.HK)及恩捷股份(002812.SZ)。該行將中國建材目標價由13.8元上調至14.5元、海螺創業目標價由52元上調至56元,評級均爲「跑贏大市」。 麥格理認爲,雖然玻璃價格應會保持高企,但房屋銷售面積明年或減少5%至10%,另外玻璃供應也受限電和能源價格上升影響,紙業也受消費力疲弱拖累。
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