港股異動 | 建材水泥股普漲 水泥錯峯生產常態化 行業盈利水平連續破新高
格隆匯12月31日丨建材水泥股普漲,中國建材(3323.HK)漲近3%領漲,金隅集團漲超2%。不過,今年迄今,中國建材僅累漲超11%,亞洲水泥、金隅集團仍累跌逾30%。工信部、生態環境部近日印發關於進一步做好水泥常態化錯峯生產的通知指出,推動全國水泥錯峯生產地域和時間常態化,所有水泥熟料生產線都應進行錯峯生產。此外據悉,今年10月起,各地在重污染天氣預警下,都已陸續展開了對水泥行業的錯峯生產政策。2020年上半年,受疫情防控影響,部分地區水泥企業盈利水平鋭減,7月初河南地區水泥價格甚至一度逼近盈虧平衡線。進入三季度後,隨着國內疫情防控形勢趨穩,基建需求激增,多地水泥價格輪番調漲,行業盈利水平又重回高點。

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