中国联塑涨超6% 机构看好管网改造环节拉动市政塑管需求

Core Viewpoint - China Liansu (02128) saw a significant increase of over 6%, currently trading at 4.8 HKD with a transaction volume of 32.37 million HKD, driven by favorable government policies regarding infrastructure investment [1] Group 1: Government Policy Impact - The Central Committee of the Communist Party of China held a press conference on October 24 to discuss the spirit of the Fourth Plenary Session of the 20th Central Committee, highlighting plans for extensive underground pipeline network construction and renovation exceeding 700,000 kilometers during the 14th Five-Year Plan period [1] - The National Development and Reform Commission's Secretary and Director, Zheng Zhanjie, indicated that the new investment demand for this initiative would exceed 5 trillion CNY [1] Group 2: Market Opportunities - Huatai Securities previously reported that the pipeline renovation segment is expected to stimulate demand for municipal plastic pipes, which aligns with the steady growth in first industry investment over the past two years [1] - China Liansu's involvement in the agricultural plastic pipe sector has shown positive results, and given the company's high market share in the engineering sector, it is anticipated that the company will fully benefit from these developments [1]