水泥股快速拉昇 券商指水泥價格也有望迎來普漲行情
水泥股快速拉昇,上峯水泥漲超5%,華新水泥、塔牌集團、海螺水泥等均有拉昇。太平洋證券認為,隨着各地有序復工,Q1積壓的需求有望集中釋放,水泥價格也有望迎來普漲行情。中長期來看,在環保趨嚴的背景下,礦山的稀缺性使得水泥在資源化,行業集中度提升,市場波動性將減弱,而過去2-3年以及未來2-3年,水泥企業資產負債表大幅修復及盈利穩定性提升將成為此輪水泥估值修復的催化劑。

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