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潤泥看好水泥價 投行有保留 @ 2012-03-06T08: Back Hot News
Keyword:華潤水泥
Concept:
華潤水泥(01313.HK)戰略發展總監余忠良表示,公司主要業務在華南地區,該區去年對水泥的需求增長百分之八,而區內供應僅增長百分之五,對公司在華南地區的銷售感樂觀。他又說,希望將公司在華南的市場份額占比,由目前的近兩成擴大至兩成半。余忠良說,公司的水泥銷售去年有四成半是基建,兩成為房地產,若房地產調控政策不放松,預計今年的保障房面積仍可增長兩成,因此對集團的整體銷售影響不大。
工行(1398-HK)表示今年首兩個月新增貸款1,655億元人民幣,按年增加 150億元,但內銀股普遍下跌,內地保險股亦回吐,其中國壽 (2628-HK)跌3.33%;內地傳推房產稅,另一方面四大國有銀行提高房貸審批效率支持首次置業買家,內房股個別發展,中國海外(0688-HK)升0.38%,華潤置地(1109-HK)跌0.42%,配股集資的碧桂園(2007-HK)反彈0.3%,富力地產(2777-HK)2月份協議銷售額按月增長近1倍,股價升0.73%;而華潤水泥(1313-HK)公布全年盈利增1.04倍,但花旗及瑞信均表示遜預期,股價跌3.65%,其他水泥股普遍偏軟。

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