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中建材獲利大增 惟淨負債率高企 冀今年回歸A股 @ 2012-04-03T13: Back Hot News
Keyword:中建材 今年 水泥
Concept:今年盈利 , 中建材水泥目標
港股持續走弱,整固格局仍未改變,不過歐美股市反彈,加上內地3月份PMI升幅較預期大,有利港股反彈。中聯重科(01157.HK)整早前整固後走高,仍可跟進。東風(00489.HK)反覆向好,仍可加注累積。昆能(00135.HK)經整固後再有力向上,上望15元。水泥股走高,中建材(03323.HK)10元可先沽1/3。潤泥(01313.HK)可追落後。友邦(01299.HK)穩步上揚仍可累積。
其後,中國建材(3323)宣布去年純利80.1億元人民幣,按年增長近1.4倍,符合市場預期,營業額則升54%至800.58億元。集團表示今年會加快西南水泥聯合重組步伐,及積極推進發行A股的各項工作。中建材自3月初11元水平反覆向下,上周一更曾見8.7元低位,其後在業績帶動下逆市上揚,周五最高升上9.95元,最後收報9.79元,一周累升9.7%,位列升幅最大國指成分股第三位。
中國 PMI 指數高過預期,令早前弱勢的中資股,如內房、水泥及中資金融股,昨日均逆市做好。碧桂園 (2007-HK) 升逾 4% ,中建材 (3323-HK) 及財險 (2328-HK) 均升超過 3% ,支持國指近期續跑贏恆指,升 0.17% ,收報 10659 點。
內地經濟放緩,市場擔憂今年水泥行業需求仍乏力。中建材(03323)主席宋志平看法樂觀,強調全年水泥需求仍有支援,料增速5%至6%,故目標公司今年銷量增長40%以上,盈利升幅超過30%。

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