麦格理:中国建材订单增加 市场情绪转弱 看好海螺水泥等

新浪港股
22 Apr
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  麦格理发布研报称,中国建材新订单指数在2025年4月环比上升8.7点至57.5.基本符合季节性规律。市场情绪在2025年4月恶化至34.3(环比下降12.1点)。房地产新开工降幅收窄;水利基础设施建设依然强劲,3月份公路和铁路基础设施建设数据有所改善。该行看好海螺水泥(00914,600585.SH)、华润建材科技(01313)、金达尔钢铁电力公司(JSPL)和塔塔钢铁(TataSteel)。

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