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“一带一路”将会对钢铁、建材、交运、有色、建筑、化工等行业带来确定性的投资机遇,以下为相关受益标的汇总。*ST八钢(600581):受益于新疆基建扩容,公司业绩恢复弹性显著,将打开股价上行空间;同时,公司是新疆地区龙头钢企,一带一路加码海外订单。而且背靠宝武集团,非钢资产注入预期夯实股价底部区间。天山股份(000877):首先受益于新疆基建加码(传统基建为主),水泥业务弹性巨大,同时华东市场也有复
“Belt and Road” will bring certain investment opportunities to the steel, building materials, delivery, nonferrous metals, construction and chemical industries. The following is a summary of the relevant beneficiaries. * ST Bayi (600581): Benefit from the expansion of infrastructure in Xinjiang, the company performance resilience significantly, will open the stock price upside; the same time, the company is the leading steel enterprises in Xinjiang, the Belt and Road overweight overseas orders. And backed by Bao Wu Group, non-steel asset injection expected to consolidate the bottom of the stock price range. Tianshan shares (000877): First of all benefit from the infrastructure overweight (based on traditional infrastructure), cement business flexibility, while the East China market also complex