港股异动丨中国联塑逆势涨超4%,机构称多因素共振有望共同驱动行业ROE和估值回升

Group 1 - China Liansu (2128.HK) has recently seen a resurgence in its stock price, rising over 4% to HKD 6.11 [1] - The Ministry of Natural Resources and the Ministry of Housing and Urban-Rural Development issued a notice on January 20, outlining measures to support urban renewal, emphasizing the construction of underground pipelines and integrated utility tunnels [1] - The report from Guangfa Securities highlights that the construction materials industry is currently at a low valuation, with a focus on urban renewal as a key driver for growth [1] Group 2 - The industry is expected to benefit from improved supply-demand dynamics, price increase expectations, and overseas expansion contributing to performance growth [1] - Citigroup's recent report indicates that Liansu's overseas channel business is anticipated to be a major growth driver, with sales expected to increase by over 50% this year [1] - Citigroup has raised Liansu's target price to HKD 7 [1]

CHINA LESSO-港股异动丨中国联塑逆势涨超4%,机构称多因素共振有望共同驱动行业ROE和估值回升 - Reportify