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港股異動 | 部分地區水泥價格上調 在港上市水泥股集體上漲
格隆匯 03-24 10:27
格隆匯3月24日丨在港上市水泥股集體上漲,中國建材(3323.HK)漲6.13%,亞洲水泥(0743.HK)、金隅集團(2009.HK)漲超5%。中國水泥網行情中心消息,3月中旬以來,西北地區隨着氣温回升,和疫情管控預警降級,陝西南部、新疆南部、甘肅南部、寧夏中南部一些工程開始啟動,需求銷量開始回升。近期銀川、石嘴山、吳忠等一些地區廠家水泥價格通知上調20-30元/噸。太平洋證券同樣指出,本週華東、華南及西南區域水泥出貨率恢復到7-9成,個別企業出貨已恢復正常,下游復工加速,預計月底將全部恢復正常,而Q1壓制的需求有望集中釋放,處於緊平衡區域的價格也有望企穩回升,看好水泥企業迎基本面+估值雙修復行情。
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