港股異動丨重型機械股、建材水泥股齊漲 政府工作報告:推動“十四五”規劃重大工程順利收官
港股重型機械股、建材水泥股齊漲,其中,中聯重科、中國建材漲超7%領銜,海螺水泥漲超5%,華新水泥、中國龍工、三一國際皆上漲。消息上,政府工作報告提出,積極擴大有效投資。緊扣國家發展戰略和民生需求,發揮好各類政府投資工具作用,加強財政與金融配合,強化項目儲備和要素保障,加快實施一批重點項目,推動“十四五”規劃重大工程順利收官。切實選準選好項目,管好用好資金,保障在建項目資金需求,堅決防止低效無效投資。今年中央預算內投資擬安排7350億元。用好超長期特別國債,強化超長期貸款等配套融資,加強自上而下組織協調,更大力度支持“兩重”建設。此外,東吳證券日前研報表示,工程機械板塊存在明顯的春季躁動,一般會在3月—4月出現明顯上漲行情。(格隆匯)


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