港股异动｜中国联塑放量大涨近10% 地下管网改造迎重磅政策春风

Core Viewpoint - China Lesso (2128.HK), a leading company in the pipe industry, experienced a significant stock price increase, rising by 9.78% to HKD 4.94, outperforming the market with a year-to-date gain of over 51% compared to the Hang Seng Index's 30% increase [1] Group 1: Company Performance - The stock price of China Lesso broke through the 5-day, 10-day, 20-day, 30-day, and 60-day moving averages in a single day [1] - The company has effectively controlled financial costs while adjusting its overall debt structure, exceeding expectations in the first half of the year [1] Group 2: Market Opportunities - The National Development and Reform Commission announced plans to construct and renovate over 700,000 kilometers of underground pipelines during the 14th Five-Year Plan, with an expected investment demand exceeding CNY 5 trillion [1] - Citigroup indicated that if the company continues to dispose of assets to reduce its net debt ratio and if any infrastructure stimulus plans are launched in the mainland, the stock could rebound significantly [1] - Huatai Securities expects the company's market share to further increase, maintaining a "buy" rating and raising the target price from HKD 5.89 to HKD 6.35 [1]