汇丰环球研究报告指,海螺水泥(00914.HK) 收购西部水泥(02233.HK) 新疆产能,成为近年来行业首宗大型并购,实现双赢。鉴于估值差距导致行业整合受限,但今次或为市场开创先例。如果行业整合加速,相信海螺水泥和华润建材科技(01313.HK) 等龙头企业最之能受惠,两股评级均为“买入”,目标价分别为26.9元及2.4元。(su/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-...
Source Link汇丰环球研究报告指,海螺水泥(00914.HK) 收购西部水泥(02233.HK) 新疆产能,成为近年来行业首宗大型并购,实现双赢。鉴于估值差距导致行业整合受限,但今次或为市场开创先例。如果行业整合加速,相信海螺水泥和华润建材科技(01313.HK) 等龙头企业最之能受惠,两股评级均为“买入”,目标价分别为26.9元及2.4元。(su/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-...
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