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港A兩市水泥股全線上漲 上峯水泥(000672.SZ)漲超8%領漲
格隆匯 04-07 11:53
格隆匯4月7日丨A股市場水泥股全線上漲,其中,上峯水泥漲超8%,華新水泥漲超7%,冀東水泥、福建水泥、海螺水泥、寧夏水泥漲幅均在5%以上,塔牌集團、祁連山、天山股份、四川金頂等均有明顯漲幅。港股市場上,中國建材漲超6%,亞洲水泥、海螺水泥、華潤水泥和金隅集團等均有明顯漲幅。光大證券的最新研報指出,長期時間視角,水泥全行業集中度保持高位穩定,各區域呈寡頭壟斷競爭的市場格局下,新增產能衝擊動能僅1%的弱衝擊狀態下,利用率仍保持穩步抬升的背景下,水泥行業的高景氣度應會保持穩定甚至仍有提升,行業景氣週期將較以往大幅延長。全球新冠肺炎疫情防控背景下,水泥產業鏈特徵及需求接國內投資,行業比選中有比較優勢。預計2季度水泥需求環比將有較為明顯的增長,“量價齊增”可期。
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