水泥板塊拉昇走強 四川雙馬漲超6%
格隆匯4月1日丨水泥板塊拉昇走強,寧夏建材大漲超9%,逼近漲停;四川雙馬漲超6%,祁連山漲超4%,四川金頂、天山股份、青松建化等跟漲。日前,全國多個省份發佈水泥行業秋冬季錯峯生產計劃,如今大多數省份錯峯停窯期即將結束。據不完全統計,江蘇、山西、吉林、遼寧、甘肅、河南、新疆阿克蘇、巴州水泥熟料生產線錯峯時間截至到2020年3月31日。意味着以上地區水泥熟料生產線即將迎來全面開窯期。天風證券指出,看好逆週期調節加碼,西北地區受益投資拉動更為直接,在供給端集中度較高的前提下,壓制西北價格的電石渣問題得到進一步解決,看好全年水泥價格中樞穩步提高,盈利能力有望繼續提升。
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