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港股异动|水泥股普涨亚洲水泥涨3.4%
格隆汇 06-26 16:09
格隆汇6月26日丨水泥股普涨,亚洲水泥(0743.HK)涨3.39%、海螺水泥(0914.HK)涨2.65%、中国建材(3323.HK)涨2.28%。野村报告称,考虑到宽松政策和减产的影响,维持对水泥业正面看法,续予华润水泥及海螺水泥“买入”评级。报告引述资料指,唐山及北京的水泥公司已调高水泥价格每吨20元人民币,或约4%至5%。野村估计,当减产延续7月份时,华北的水泥价格将进一步上扬。此外,冀东水泥唐山公司等主导企业发布调价通知称,自6月21日起在唐山地区水泥出厂价上调20-40元/吨。福顺水泥6月23日上午九点半起所有水泥品种每吨上调30元。山西省山阴炫昂建材42.5水泥6月25日起上调10元/吨。宁夏青铜峡水泥6月21日起上调各品种水泥价格30元/吨。
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