港股異動 | 建材水泥股悉數上漲 全國水泥均價接近歷史新高
格隆匯11月25日丨建材水泥股悉數上漲,金隅集團(2009.HK)升3.3%領漲,中國建材漲逾3%,亞洲水泥、海螺水泥、山水水泥漲逾2%,華潤水泥跟漲。今年以來,亞洲水泥股價已累漲逾108%,中國建材、海螺水泥、華潤水泥年初至今已累漲逾40%。據中國水泥網數據,22日的水泥價格指數升至162.41點,一週漲幅2.14%,距離去年12月創出的162.51點的歷史新高僅一步之遙,自2016年初以來累計上漲105%。11月開始,北方地區陸續進入錯峯生產季,華北及山東、河南等地多次發佈空氣污染預警,造成停限產情況,水泥市場出現供應緊張。中金髮報告稱,受益於暖冬趕工需求的釋放,鋼材、水泥價格近期表現強勁。水泥旺季程度和持續時間均超預期,主要是受益於地產需求較好、暖冬趕工需求催化和下游充裕的重點工程。
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