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水泥股表現活躍 需求恢復疊加低庫存 華東沿江熟料價格率先上調
格隆匯 07-31 10:10
格隆匯7月31日丨水泥股表現活躍,港股市場中華潤水泥漲近3%,亞洲水泥漲2.56%;A股市場中塔牌集團漲近9%。據數字水泥網,華東沿江熟料價格30日上調20元/噸,裝船價格恢復上調至340元/噸。沿江熟料率先提價,華東價格拉開反彈大幕。中國水泥網認為,大型施工企業的基建訂單呈增長態勢,加之房地產存在旺季趕工及續建工程趕工需求,下半年整體水泥需求問題不大。

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