港股異動 | 水泥股集體上漲 上週水泥價格迎來新一輪漲幅
格隆匯11月4日丨水泥股集體上漲,中國建材(3323.HK)漲4.2%、亞洲水泥(中國)(0743.HK)漲3.8%、海螺水泥(0914.HK)漲2.4%。中國水泥網顯示,全國各地水泥價格上週迎來新一輪上漲,華新、葛洲壩、尖峯、媧石等主要大廠普遍通知11月1日起上調水泥價格50-60元/噸,單次幅度較大。華創證券認為,10月底11初,儘管國內水泥市場需求保持穩定,但水泥價格上漲勢頭不減,南部地區水泥企業為在最後旺季提升盈利,不斷推動價格上漲,考慮到多數地區水泥價格已漲至相對高位,後期無外在因素影響情況下,上漲幅度或將逐漸收窄。
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