港A两市建材水泥股走强 水泥价格将迎季节性反弹
格隆汇3月2日丨港A两市建材水泥股走强,港股中,中国建材(3323.HK)涨超7%领涨,海螺水泥、亚洲水泥、华润水泥均涨超2%。A股中,四川双马涨超9%,鄂尔多斯涨超8%,上峰水泥、天山股份涨超3%,海螺水泥、华新水泥、万年青等纷纷上涨。据悉,今年在下游快速复工推动下,长三角地区大厂熟料价格已两轮提价。业内人士表示,随着下游需求不断提升,3月上旬水泥价格将迎来季节性反弹,二季度全国水泥价格有望同比转正。有机构认为,此轮PPI上升周期中,水泥市场内生的上行动力不可忽视,全年价格中枢存在超预期机会。


Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.