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2021-10-04

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...

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春天花会开1
2021-10-04
春天花会开1
说说你对这篇新闻的看法...
勇猛小脑斧
2021-10-04
勇猛小脑斧
看跌了

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href=\"http://www.zhitongcaijing.com/content/detail/569637.html\">网页链接</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","00586":"海螺创业","000898":"鞍钢股份","ACH":"Accendra Health 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11:36","market":"hk","language":"zh","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2172960131","media":"智通财经","summary":"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%。","content":"<html><body><p>智通财经APP获悉，麦格理发布研究报告称，看好<a href=\"https://laohu8.com/S/ACH\">中国铝业</a>(02600)、<a href=\"https://laohu8.com/S/03323\">中国建材</a>(03323)、<a href=\"https://laohu8.com/S/00586\">海螺创业</a>(00586)、<a href=\"https://laohu8.com/S/000898\">鞍钢股份</a>(00347)及<a href=\"https://laohu8.com/S/002812\">恩捷股份</a>(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”。</p><p>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%。</p><p>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。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>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</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/569637.html\">网页链接</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","00586":"海螺创业","000898":"鞍钢股份","ACH":"Accendra Health 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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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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