《大行》滙豐研究：海螺水泥(00914.HK)和華潤建材(01313.HK)等受惠行業加速整合

阿斯達克財經

06-27

滙豐環球研究報告指，海螺水泥(00914.HK) 收購西部水泥(02233.HK) 新疆產能，成爲近年來行業首宗大型併購，實現雙贏。鑑於估值差距導致行業整合受限，但今次或爲市場開創先例。如果行業整合加速，相信海螺水泥和華潤建材科技(01313.HK) 等龍頭企業最之能受惠，兩股評級均爲“買入”，目標價分別爲26.9元及2.4元。(su/a)(港股報價延遲最少十五分鐘。沽空資料截至 2025-06-27 12:25。)

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