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港股異動 | 建材水泥股全線下跌 亞洲水泥大跌5.58%領跌
格隆匯 11-29 15:28
格隆匯11月29日丨今日建材水泥股全線下挫,亞洲水泥大跌5.58%領跌,山水水泥跌超4%,海螺水泥、中國建材皆跌超3%。從11月24日起,水泥行業的瘋漲狀況,開始出現轉折。卓創水泥行業分析師稱,目前河南鄭州的P.O42.5水泥到廠價格在590元/噸至620元/噸之間,較之前高點已回落了近百元。山東地區同樣作為前期價格高位區,近期也出現回調。11月24日起,晉冀魯豫多數城市都已解除了重污染預警,多數水泥企業也都逐步復產。加之河南地區近期還有外來的水泥和孰料進入,所以整體供給情況緩解後,水泥價格出現鬆動。
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