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港A兩市建材水泥股走強 水泥價格反彈大幕拉開
格隆匯 08-03 09:54
格隆匯8月3日丨港A兩市建材水泥股走強,港股中,中國建材(3323.HK)漲超4%領漲,亞洲水泥、海螺水泥漲超3%;A股中,青松建化(600425.SH)漲超4%,海螺水泥、福建水泥、萬年青、上峯水泥均漲超1%。中國水泥網行情數據顯示,7月30日,長三角沿江地區熟料價格通知上調20元/噸。目前上峯水泥已發佈漲價通知,海螺水泥、南方水泥等企業預計也將跟進上調,具體通知未出。分析人士稱,此次熟料價格上調主要原因為梅雨天氣結束,水泥市場需求恢復。同時市場消息稱,8月長三角水泥價格有可能迎來上調。近一個月來,水泥建材板塊已“聞風而動”,板塊指數7月漲幅達23.51%。

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