智通财经APP获悉，富瑞发布研究报告称，上调中资水泥股目标价，海螺水泥(00914)目标价由15港元升至30港元，华润建材(01313)目标价由0.94港元升至2.47港元，两股评级同样升至“买入”。另将中国建材(03323)目标价由4.01港元升至6.04港元，评级维持“买入”。
该行指出，内地在上月底公布的刺激措施令人惊喜。该行相信，此轮量化宽松是可持续的，并有助扭转需求。大部分商品在旺季来临前都有良好的去库存情况，预期第四季的需求同比将有所改善，因为第四季的基数较低，例如水泥。该行第四季最看好是水泥，因为看到更多令人信服的证据，显示供应的限制会导致更可持续的价格上升。该行称，在刺激计划下，对所有商品在第四季都感到正面，偏好依次为水泥、铝、铜、铁，最后是煤。
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