港股異動 | 水泥股集體上漲 機構料水泥價格漲勢維持至11月中旬
格隆匯10月17日丨港股水泥股集體上漲,華潤水泥(1313.HK)漲3.28%、海螺水泥(0914.HK)漲2.3%,亞洲水泥(0743.HK)、山水水泥(0691.HK)漲逾1%。
興業證券指,短期而言,水泥的基本面非常強勢,今年的價格高開高走,上半年行業盈利將創歷史同期新高,而且從前三季度情況看,北方受基建和地產投資拉動水泥需求同比增長非常可觀,相關企業盈利由負轉正,業績兑現最直接。
光大證券指,上週全國水泥市場價格較繼續上漲。國慶節過後,全國水泥市場價格繼續攀升,上漲地區主要集中在華東和中南地區,回落地區主要是河南和貴州。需求相對穩定,全國整體價格上行趨勢預計維持至11月中旬。
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