中(zhong)證網訊(記者 馬爽(shuang))近期,中(zhong)共中(zhong)央(yang)辦(ban)公(gong)廳、國務院(yuan)辦(ban)公(gong)廳印發(fa)了(le)《關(guan)于(yu)(yu)做(zuo)好(hao)地(di)方(fang)政府專(zhuan)項債(zhai)券(quan)發(fa)行(xing)及項目(mu)配套(tao)融資(zi)工作的(de)通知(zhi)》(以下簡稱《通知(zhi)》),《通知(zhi)》提出“加(jia)大逆周期調節力度,更好(hao)發(fa)揮地(di)方(fang)政府專(zhuan)項債(zhai)券(quan)的(de)重要作用”,其中(zhong)對于(yu)(yu)重大項目(mu)的(de)融資(zi)要求邊際放松,且《通知(zhi)》要求專(zhuan)項債(zhai)力爭“當年9月底前發(fa)行(xing)完(wan)畢”。券(quan)商分析(xi)人士認為,較(jiao)快的(de)發(fa)行(xing)進度對基建等長期項目(mu)資(zi)金來源問題具有一定保障作用,看好(hao)全年基建需求,建議關(guan)注(zhu)相關(guan)水泥標(biao)的(de)。
天風(feng)證券(quan)建(jian)(jian)筑行業(ye)分析師盛昌盛、侯星辰表示,水(shui)(shui)(shui)泥(ni)方(fang)面,看(kan)(kan)好水(shui)(shui)(shui)泥(ni)二季度業(ye)績(ji),北方(fang)彈性大,推薦關(guan)注冀東水(shui)(shui)(shui)泥(ni)、祁連山(shan)、天山(shan)股(gu)份。南(nan)方(fang)供需格局(ju)穩健,建(jian)(jian)議(yi)關(guan)注華新水(shui)(shui)(shui)泥(ni)、海(hai)螺水(shui)(shui)(shui)泥(ni)、上峰水(shui)(shui)(shui)泥(ni)。玻(bo)纖方(fang)面,預計(ji)2019年下半年玻(bo)纖價格將(jiang)會筑底,繼續關(guan)注玻(bo)纖龍(long)(long)(long)頭(tou)(tou)中國巨(ju)石,后續公司(si)產品結(jie)構的高端化和多元化以及產能布局(ju)的國際化程度都將(jiang)進(jin)一步(bu)提升,同時關(guan)注玻(bo)纖及制品龍(long)(long)(long)頭(tou)(tou)中材(cai)科技(ji)、長海(hai)股(gu)份。玻(bo)璃方(fang)面,短期來看(kan)(kan),環保再(zai)次成(cheng)為(wei)供給收(shou)縮推手,供需有(you)(you)望改善(shan),建(jian)(jian)議(yi)關(guan)注旗濱集團。消(xiao)費類建(jian)(jian)材(cai)方(fang)面,建(jian)(jian)議(yi)關(guan)注地產后周期龍(long)(long)(long)頭(tou)(tou),市(shi)占率提升邏輯逐步(bu)體現,同時融資環境改善(shan)有(you)(you)利于有(you)(you)B端優(you)勢業(ye)務的拓展,龍(long)(long)(long)頭(tou)(tou)企業(ye)有(you)(you)望加快拉開(kai)與其他企業(ye)的差距。建(jian)(jian)議(yi)關(guan)注防水(shui)(shui)(shui)龍(long)(long)(long)頭(tou)(tou)東方(fang)雨虹、瓷磚龍(long)(long)(long)頭(tou)(tou)帝(di)歐家(jia)居、管材(cai)龍(long)(long)(long)頭(tou)(tou)偉(wei)星新材(cai)、石膏板龍(long)(long)(long)頭(tou)(tou)北新建(jian)(jian)材(cai)、涂料龍(long)(long)(long)頭(tou)(tou)三棵樹等。