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港股异动|建材水泥股持续下跌亚洲水泥跌逾5%领跌
格隆汇 07-24 16:01
格隆汇7月24日丨建材水泥股延续本周跌势,亚洲水泥(0743.HK)跌5.54%领跌,西部水泥跌逾3%,中国建材跌逾1%。据悉,6月以来,全国水泥价格已经连续7周出现环比下滑,上周环比回落0.3%;上周水泥库容比为62.81,环比小幅下滑。价格下跌区域有浙江、河南、重庆和青海等地,幅度20-40元/吨。全国水泥价格指数现报144.55点,跌0.1%,较去年同期139.79点仍同比上涨3.41%,较本轮下跌前5月24日当周的收价150.38点已累跌3.9%。不过光大证券认为,国内进入高温天气,水泥价格跌势逐步企稳。1-6月水泥需求增速6.8%,继续超预期,预计全年国内水泥需求增速为3-5%,不排除超预期概率,使得水泥行业强劲的基本面更加坚实。
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