港A兩市建材水泥股走強 業內料水泥價格下半年將迎來向上修復
格隆匯7月20日丨港A兩市建材水泥股走強,港股市場中國建材(3323.HK)漲超3%,海螺水泥漲近3%,金隅集團、華潤水泥漲超1%;

A股市場冀東水泥、寧夏建材漲超6%,上峯水泥、萬年青漲超5%。

據悉,數字水泥網CEO陳柏林近日表示,水泥行業上半年利潤總額預計在800億元左右,同比基本持平。Wind數據顯示,申萬水泥製造行業18家上市水泥公司中,已有6家公佈了上半年業績預告,預增、預減各3家。
業內人士表示,上半年受疫情影響,行業需求下滑,導致水泥價格一直處於下行趨勢,水泥企業業績承壓。但從全年來看,受基建投資加大、房地產持續回暖等積極因素支撐,水泥價格下半年將迎來向上修復,預計今年全年利潤總額與去年基本持平,保持在1800億元左右。
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