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A股異動 | 水泥股午後全線爆發 萬年青、四川金頂漲停
格隆匯 12-31 13:41
格隆匯12月31日丨水泥股午後全線爆發,萬年青(000789.SZ)、四川金頂(600678.SH)快速拉昇至漲停,青松建化漲逾7%,上峯水泥、華新水泥漲逾5%,海螺水泥漲近3%再創歷史新高,福建水泥、寧夏建材等紛紛上漲。11月以來,由於雨水天氣較少,南方地區在建工程施工進度明顯加快,水泥需求量逐步放大。南方地區水泥供給呈現供不應求態勢,價格上漲。興業證券表示,逆週期政策是當前政府穩經濟的核心思路,因此地產、基建的週期波動被大幅弱化,水泥需求未來也將表現出較強的穩定性。預計2019年國內熟料產能利用率水平超過80%,恢復至合理水平,儘管各個區域供需關係差異大,但龍頭企業對跨區域流動的掌控力更加嫻熟,預計2020年全國水泥行業有望保持高位運行。
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