中信证券：维持华润水泥(01313)“买入”评级 目标价2.4港元
中信证券发布报告称，维持华润水泥(01313)“买入”评级，考虑到公司是广东、广西两省水泥龙头，四季度水泥行业需求有望受到基建项目的支撑，维持2023-25年EPS预测0.2/0.24/0.3港元，目标价2.4港元。
报告中称，四季度华南地区降雨减少、天气转好，基建项目有望加速推进，两广地区迎来水泥销售的传统旺季。根据百年建筑网的调研，白云机场三期、深汕高铁、粤东城际等项目的建设对水泥需求有一定的推动作用。展望未来，在《关于在超大特大城市积极稳步推进城中村改造的指导意见》政策背景下，广州、深圳作为超大城市，其城中村改造将对水泥需求形成一定的支撑。华南地区水泥行业的压力有望得到缓解，预计盈利将逐步恢复。
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