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港A兩地水泥股全線上漲 機構指水泥價格上漲支撐四季度盈利
格隆匯 11-19 13:53
格隆匯11月19日丨港A兩地水泥股全線上漲,上峯水泥漲逾8%、塔牌集團漲6.3%、萬年青漲5.3%,海螺水泥AH分別上漲2.4%、3%,中國建材漲2.13%。天風證券指,上週全國水泥市場價格環比漲1.9%,主要集中在河邊、河南、山東、廣東等地,幅度20至120元/噸。其中河南上漲幅度最大,累計漲幅超100元/噸。11月中旬,多地下游建築工程現趕工現象,特別前期環保管控區域,預警解除後下遊需求突出爆發,再加上河南地區因環保治理企業大面積停產,導致水泥價格暴漲,從而帶動周邊價格全面上行。從四季度行業的供需關係來看,水泥價格有望保持較好表現,支撐企業四季度盈利。
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