港股異動 | 建材水泥股普跌 因產能過剩麥格理料水泥股盈利承壓
格隆匯7月22日丨海螺水泥跌超5%,中國建材跌4.7%,華新水泥、華潤水泥等均有跌幅。6月以來建材產品生產增速放緩,企業庫存積累較多,呈現供大於求的局面。麥格理料水泥股盈利承壓因產能過剩,予海螺水泥沽售名單,同時將華潤水泥2022至2024年每股盈利預測下調20%、15%及11%,目標價下調17%至4.23港元,評級均為“跑輸大市”。
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