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港股異動 | 建材水泥股悉數上漲 亞洲水泥(0743.HK)升逾4%領漲
格隆匯 12-16 15:50
格隆匯12月16日丨建材水泥股悉數上漲,亞洲水泥(0743.HK)升4.5%領漲,中國建材、山水水泥、華潤水泥漲逾2%,金隅集團漲逾1%。今年以來,亞洲水泥股價已累漲逾130%,中國建材已累漲逾50%,海螺水泥、華潤水泥年初至今已累漲逾40%。近期,華北、華東和華南等多地水泥市場出現一波快速上漲,部分區域市場甚至出現一個月內漲價200多元/噸、調價函接力般頻現的情況。多省水泥價格突破500元/噸,亦有水泥廠發佈停售通知。另據中國水泥網數據,上週五(13日)的水泥價格指數報166.06點,較去年同期上漲2.57%。中信建投建材首席分析師呂娟曾稱,水泥行業供給側改革持續推進,需求端基建投資加速、地產韌性十足,預計2020年將維持量價齊升態勢。
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