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港股異動 | 建材水泥股悉數上漲 多隻個股發盈喜 水泥錯峯生產有序開展
格隆匯 01-17 10:22
格隆匯1月17日丨建材水泥股係數上漲,山水水泥(0691.HK)升逾8%領漲,亞洲水泥漲逾3%,海螺水泥、華潤水泥、金隅集團漲逾1%。山水水泥昨晚發公告稱,由於水泥的銷量及售價上漲,預期2019年股東應占利潤同比大幅增加。金隅集團此前亦預計全年實現淨利潤人民幣35億-39億元,同比增長7%-20%。工信部近日表示,2020年將會同有關部門繼續加強對水泥錯峯生產的指導,持續完善運行機制,並且要求各地主管部門強化對企業生產和環保設施運行情況的檢查,督促企業認真執行相關法律法規和強制性標準,對不執行落實錯峯生產方案、不履行環境社會責任的企業進行約談,引導水泥錯峯生產平穩有序、順利開展。分析人士認為,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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