国泰君安维持金隅集团“增持”评级目标价2.72元

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观点网讯：12月10日，国泰君安发布研报，维持金隅集团“增持”评级，目标价2.72元。金隅集团前三季度水泥及熟料销量为6227万吨，同比下降13.6%，综合售价为245元，同比下降19元，吨毛利为36元，同比增长6元。作为北方区域水泥龙头，金隅集团在错峰协同再升级及供给侧政策优化背景下，水泥板块盈利仍有修复空间。公司年内获取北京两个核心区域地块，预计未来将集中于一二线城市优势区域进行布局。9月末...

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国泰君安维持金隅集团“增持”评级 目标价2.72元

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国泰君安维持金隅集团“增持”评级目标价2.72元