7月14日，中国建材盘中上涨5.21%，报4.24港元/股，成交额1.65亿港元。消息面上，该股前一交易日因水泥淡季需求承压及前期涨幅过大回调5.46%至3.98港元，短期超跌后出现技术性修复。
基本面方面，公司旗下电子布业务仍处高景气周期，电子布大厂此前宣布产品价格上调15%至30%，AI算力需求持续推动电子布供需紧张，机构预计涨价节奏将延续至年底。花旗此前将公司纳入90天上行催化剂观察名单，重申买入评级，目标价维持7.3港元，指出股价尚未充分反映电子布及新材料资产的估值重调。当前股价较该目标价仍有较大空间，为超跌反弹提供支撑。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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