港股異動 | 建材水泥股高開 錯峯生產支撐水泥價格上漲
格隆匯10月5日丨建材水泥股高開,華潤水泥(1313.HK)漲超4%領漲,中國建材漲超2%,海螺水泥跟漲。近期,多地召開水泥行業差異化錯峯生產工作座談會,對秋冬季節錯峯生產進行了部署,要求水泥熟料企業要按照綠色發展、高質量發展的要求,落實錯峯生產政策。其中,山東省水泥行業協會近期發通知稱,錯峯生產未執行到位的企業於11月14日前嚴格落實補停窯計劃,確保停滿160天。據悉,山東區域各企業近日陸續發佈調價通知,水泥價格區域性普漲20~30元/噸。業內人士指出,水泥行業存在較為明顯的銷售範圍,具備較強的區域特徵,錯峯限產對相關區域水泥價格短期會形成一定的支撐。

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