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港股异动 | 部分地区水泥价格上调 在港上市水泥股集体上涨
格隆汇 03-24 10:27
格隆汇3月24日丨在港上市水泥股集体上涨,中国建材(3323.HK)涨6.13%,亚洲水泥(0743.HK)、金隅集团(2009.HK)涨超5%。中国水泥网行情中心消息,3月中旬以来,西北地区随着气温回升,和疫情管控预警降级,陕西南部、新疆南部、甘肃南部、宁夏中南部一些工程开始启动,需求销量开始回升。近期银川、石嘴山、吴忠等一些地区厂家水泥价格通知上调20-30元/吨。太平洋证券同样指出,本周华东、华南及西南区域水泥出货率恢复到7-9成,个别企业出货已恢复正常,下游复工加速,预计月底将全部恢复正常,而Q1压制的需求有望集中释放,处于紧平衡区域的价格也有望企稳回升,看好水泥企业迎基本面+估值双修复行情。
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