水泥股集體上漲 券商料疫情後水泥價格將快速回升全年高位運行
格隆匯3月20日丨在港上市水泥股集體上漲,山水水泥(0691.HK)漲8.8%、中國建材(3323.HK)漲7.49%、海螺水泥(0914.HK)漲5.75%。中信證券指,認為3月建築業復工率有望加快回升並出現一定趕工潮。考慮當前較高的庫存及需求復甦節奏,預計3月中下旬前水泥價格有一定下行空間,但疫情過後後續需求將迅速釋放,價格料將快速回升。全年看預計全國整體需求將保持韌性;在供給端仍有較強控制力下,預計疫情高峯過後水泥價格將企穩,全年價格仍將保持高位區間,銷量小幅增長,行業整體盈利保持穩健,且區域分化將增強。
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