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- 春天花会开1春天花会开1
  ·2021-10-04
  说说你对这篇新闻的看法...
  麦格理：调整资源股评级及目标价看好中国铝业(02600)、鞍钢股份(00347)等
  智通财经APP获悉，麦格理发布研究报告称，看好中国铝业、中国建材、海螺创业、鞍钢股份及恩捷股份。该行将中国建材目标价由13.8港元上调至14.5港元、海螺创业目标价由52港元上调至56港元，评级均为“跑赢大市”。该行认为，基建需求增加趋势会持续到明年第一季，该行因应能源价格飙升及供应短缺，上调资源今年价格预测，预计燃料煤价格每吨同比升30%、焦煤升24%、铁矿升15%、铝和钢升6%。
  麦格理：调整资源股评级及目标价看好中国铝业(02600)、鞍钢股份(00347)等
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href=\"http://www.zhitongcaijing.com/content/detail/569637.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"601600":"中国铝业","00347":"鞍钢股份","000898":"鞍钢股份","03323":"中国建材","ACH":"中国铝业","00586":"海螺创业","02600":"中国铝业"},"source_url":"http://www.zhitongcaijing.com/content/detail/569637.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2172960131","content_text":"智通财经APP获悉，麦格理发布研究报告称，看好中国铝业(02600)、中国建材(03323)、海螺创业(00586)、鞍钢股份(00347)及恩捷股份(002812.SZ)。该行将中国建材目标价由13.8港元上调至14.5港元、海螺创业目标价由52港元上调至56港元，评级均为“跑赢大市”。该行认为，基建需求增加趋势会持续到明年第一季，该行因应能源价格飙升及供应短缺，上调资源今年价格预测，预计燃料煤价格每吨同比升30%、焦煤升24%、铁矿升15%、铝和钢升6%。报告提到，虽然玻璃价格应会保持高企，但房屋销售面积明年或减少5%至10%，另外玻璃供应也受限电和能源价格上升影响，纸业也受消费力疲弱拖累。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}