港股異動 | 建材水泥股悉數上漲 海螺水泥(0914.HK)漲逾3%創新高
格隆匯12月27日丨建材水泥股悉數上漲,中國建材(3323.HK)升3.7%領漲,海螺水泥(0914.HK)漲逾3%,亞洲水泥、金隅集團漲逾2%,華潤水泥、山水水泥漲逾1%。值得一提的是,昨日A股市場海螺水泥(600585.SH)收漲3.15%,觸及52.9元創新高;今日港股海螺水泥盤中觸及56.55港元亦創歷史新高。板塊方面,12月17日以來,四川、陝西、河南等多地發佈了重污染天氣預警,被迫採取限產措施。以水泥行業為例,多地已經開始執行限產、停產和錯峯生產措施,導致水泥整體價格居高不下,區域價格也出現明顯不平衡。12月中下旬,國內水泥市場需求環比略有減弱,得益於整體庫位較低,水泥價格繼續在高位保持穩定。分析人士表示,在政策面、行業基本面、估值端的三重驅動下,看好建材板塊春季行情表現。在歷次“春季躁動”中,水泥板塊超額收益明顯,目前水泥行業景氣度較高,值得重點關注。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.