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水泥板塊走高 萬年青、寧波富達漲停
格隆匯 07-30 09:48
格隆匯7月30日丨水泥板塊走高,萬年青、寧波富達雙雙封板,青松建化漲超6%,西藏天路、上峯水泥、寧夏建材漲超5%,新華水泥、祁連山、四川金頂等跟漲。中信建投指出,全國1-6月累計水泥產量9.9億噸,同比下降4.8%,其中二季度4、5、6月份水泥產量同比增速分別為3.8%、8.6%、8.4%,單月產量創下歷史新高。全年基建穩增長地位明確,地產投資韌性較強,中性判斷2020年水泥需求量同比增長3.79%。水泥板塊動態市盈率為10倍,估值仍處低位,具備配置優勢。

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