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港股異動 | 水泥股普漲中國建材漲3.6% 南方進入旺季水泥價格持續上漲
格隆匯 11-01 14:07
格隆匯11月1日丨水泥股普漲,中國建材(3323.HK)漲3.6%、海螺水泥(0914.HK)漲2.56%,亞洲水泥(中國)、華潤水泥控股漲逾1%。11月1日部分水泥企業價格將繼續上調。具體來看,浙江多地陸續已經開始上調價格,水泥銷量可觀。江西贛東北地區水泥價格繼續走高,水泥價格連續推漲,下半年已經實現大約六輪漲價,贛東北地區主導廠家於10月28日通知上調各標號水泥價格30元/噸。另外,兩廣市場繼旺季階段以來,市場行情持續上揚,價格穩中趨漲。天風證券認為,四季度是南方地區傳統旺季,正常持續到12月底。由於明年春節較早,如果天氣不出現明顯異常,估計明年1月中旬前需求都持續向好。
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