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水泥板塊拉昇走強 水泥價格步入上行通道
格隆匯 04-29 10:17
格隆匯4月29日丨水泥板塊拉昇走強,祁連山漲超8%,寧夏建材漲超6%,新華水泥漲超5%,上峯水泥、天山股份等跟漲。

隨着疫情好轉,為緩解經濟下行和就業壓力,浙江、安徽、江蘇、內蒙、新建、吉林等多地一大批重大項目集中開工,帶動水泥需求持續回暖,短期水泥價格有望繼續上漲。中國水泥網數據顯示,上週中南地區湖南、河南市場報價普漲,兩廣市場相對平穩;4月下旬以來華東地區晴好天氣為主,需求銷量穩步回升,水泥價格出現大範圍回漲。

天風證券表示,4月下旬,國內水泥市場進入上半年最旺時期,加上前期被積壓需求集中釋放,下游需求表現較好,企業庫存不斷下降,大部分地區降至中等或以下水平,水泥價格開啟上行之路。

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