港股异动|建材水泥股普涨中国建材升逾3%领涨
格隆汇8月20日丨建材水泥股普涨,中国建材(3323.HK)升3.48%领涨,金隅集团、山水水泥涨逾2%,亚洲水泥、华润水泥、海螺水泥涨逾1%。个股方面,大摩料华润水泥未来60天股价上升;高盛升西部水泥评级至“买入”,目标价上调至1.9港元。板块方面,为提升盈利,昨日江苏北部徐州、宿迁地区主要厂家通知上调42.5级水泥出厂价格20-30元/吨;另据市场反馈,受夏季错峰影响,重庆地区库存得到一定控制,加之前期水泥价格持续下跌,近期区域企业水泥价格回涨意愿较强。此外,上周全国水泥市场价格环比上扬,涨幅为0.7%,这是自今年6月以来全国水泥价格首次出现环比上涨。8月中旬,受台风和降雨天气影响,前半周国内大部分地区水泥市场需求较为疲软,天气放晴后,下游需求有所恢复。
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