港股異動 | 水泥股持續走強 中國建材(3323.HK)漲9%
格隆匯2月24日丨在港上市水泥股持續走強,山水水泥(0691.HK)、中國建材(3323.HK)漲9%,海螺水泥(0914.HK)漲4.36%。中國銀河指,中國水泥網監測,2月19日安徽銅陵地區部分水泥企業嘗試上調熟料價格30元/噸,河北石家莊地區部分水泥企業也上調水泥價格10元/噸,2月7日左右重慶地區部分水泥企業上調水泥價格50元/噸。2020年因新冠疫情及南方水災影響,全國水泥平均出廠價格同比下降4.4%,預計2021年在疫情緩解情況下,水泥行業有望否極泰來,水泥價格全年有望正增長。認為此次水泥提價剛剛啟動,後續隨着開工旺季到來,水泥價格將持續上漲。

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