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建材股 / 水泥股

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SHANSHUI CEMENT CONCH CEMENT CR BLDG MAT TEC BBMG CNBM

2018-01-07　建材股其與中材股份（1893）合併計劃近月持續有進展，並已獲H股有條件上市批准，加上合併後中建材將成行業的全球第一，協同效應不容小覷。

2018-01-07　海螺（914）業績不斷報捷不容太低估，海螺雖然已升抵高位，但上周五再發盈喜，預期去年12月底止全年業績將較年大增70%至90%，意味第四季的利潤按季增長至少75%，最多近1.4倍。

2018-01-07　有分析指，H股全流通是H指大升的原因之一，瑞銀報告則認為中建材（3323）是其中一個受惠股。11月內地水泥價格指數再升兩成，水泥股受惠水泥價大漲，中建材及海螺（914）今年已分別累升13%至兩年半高及升9.5%至歷年高，中建材有重組概念。

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