港股異動 | 建材水泥股高開 多地錯峯生產 水泥價格繼續上調
格隆匯12月8日丨建材水泥股高開,華潤水泥(1313.HK)漲2.58%,中國建材漲近2%,海螺水泥漲超1%。隨着冬季空氣污染防治攻堅戰打響,各地相繼發佈水泥行業“錯峯生產”通知。而進入四季度以來,各在建工程仍處於趕工階段,水泥市場需求較為旺盛,同時多地密集推進和擴容重點投資項目,水泥市場需求進一步釋放,水泥企業對四季度基建拉昇需求抱有期待,市場行情預期較高。天風證券最新發研報指,本週華東區域水泥價格繼續上調,部分地區已進行第五輪水泥價格上調,泛東北陸續開始錯峯生產。中期維度,區域供給嚴格管控延續,行業景氣有望保持平穩運行。

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