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港股异动 | 建材水泥股普涨 亚洲水泥(0743.HK)升逾4%领涨
格隆汇 08-30 10:21
格隆汇8月30日丨建材水泥股普涨,亚洲水泥(0743.HK)升4.22%领涨,金隅集团(2009.HK)、西部水泥涨逾2%,华润水泥涨逾1%。个股方面,金隅集团本周公布中期业绩称,期内归属于公司股东净利润30.46亿元,同比增长26.36%,绩后获瑞信升目标价至4港元,评级“跑赢大市”。板块方面,自8月开始,水泥行业进入新一轮的错峰生产期,包括江苏、河南、贵州等多个水泥生产大省共计千余家水泥企业开始执行新一轮的停产限产计划。长三角一带水泥行情逐渐有所回暖,各地水泥行情出现不同程度价格反弹。分析人士指,进入9月后,金九银十传统旺季来临,台风和雨水天气减少,需求上升,加上错峰生产开始,库存拉低后,短期内华东水泥价格具备涨价动力。
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