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中信建投:政策密集出台,把握建材板塊投資窗口
格隆匯 10-15 08:19

中信建投研報表示,政策密集出台,把握建材板塊投資窗口。發改委、財政部相繼舉辦新聞發佈會,其中財政部會議中指出未來專項債將考慮用於土地儲備,支持地方政府使用專項債券回收符合條件的閒置存量土地,以及用於收購存量房屋,加大保障型住房的供給。中信建投認為此舉將幫助地產產業鏈企業修復自身資產負債表,加強現金週轉能力,降低未來的減值風險,促進估值修復,尤其是過去和地產相關度較高的消費建材公司;儘管上半年整體消費建材營收端受竣工影響有所下滑,但是隨着各個消費建材公司努力進行渠道變革,提升零售渠道佔比,大部分公司經營現金流狀況已經在不斷好轉,當前消費建材板塊已經具備配置價值。

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