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水泥板塊拉昇走強 祁連山(600720.SH)漲超6%
格隆匯 12-30 09:49
格隆匯12月30日丨水泥板塊早盤拉昇走強,祁連山漲超6%,福州水泥漲4%,萬年青、天山股份、華新水泥、塔牌集團、冀東水泥、海螺水泥等漲超3%。最近一段時間,隨着很多地方建設項目進入了施工的高峯期,華北、華東和華南等很多地方的水泥市場普遍出現了價格上漲的局面。今年11月,全國散裝水泥平均價格為477.43元/噸,環比上漲5.47%。其中,河南局部地區水泥價格單月高位上漲200元/噸,導致11月中南市場散裝水泥價格達到514.58元/噸,環比上漲10.61%。同時,華北、華東市場,水泥價格也大幅上漲。對於此輪水泥價格的大漲,國泰君安的研報顯示,2020年專項債額度提前下撥、資本金比例降低等政策對穩投資起到了提振作用,同時為大量基建項目帶來新增資金。
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