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港股異動 | 建材水泥股續漲 中國建材(3323.HK)漲超3%
格隆匯 02-25 09:52
格隆匯2月25日丨建材水泥股續漲,中國建材(3323.HK)漲超3%,年內已累漲約32%;金隅集團、海螺水泥漲超1%。據中國水泥網監測,多地水泥價格上調。一季度屬於水泥行業傳統淡季,價格一般較為平穩。按照以往經驗,大部分工地在元宵後才恢復施工,提價大多出現在正月底,正月初八即開始提價較為罕見。今年春節就地過年工人增加,部分工地節後復工提前,加之氣温有所回升,使得水泥市場提前復甦預期增強。中國銀河指,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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