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港股异动|建材水泥股普跌全国水泥市场价格环比继续走低
格隆汇 07-15 10:18
格隆汇7月15日丨建材水泥股普跌。亚洲水泥(0743.HK)跌3.75%领跌,西部水泥跌逾1%,中国建材、华润水泥微跌。不过板块内金隅集团仍涨逾1%。个股方面,亚洲水泥上周五(12日)盘中高见13.9港元,创上市以来历史新高,今年以来截至今日仍累涨近180%。中国建材预期中期纯利同比增长超50%;西部水泥预期上半年纯利适度增加;金隅集团预计上半年净利润同比增长30%~41%。虽然整体盈利预期向好,不过今年以来随着水泥价格上升,板块内相关股票均已录得不同幅度大涨。而上周全国水泥市场价格环比继续走低,跌幅为0.4%。7月中旬水泥市场需求仍然偏弱,企业出货维持在6-8成水平。预计7月受淡季因素影响,价格以小幅回落为主,8月后才会企稳或有所回升。
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