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港A兩市建材水泥股走強 水泥價格將迎季節性反彈
格隆匯 03-02 09:58
格隆匯3月2日丨港A兩市建材水泥股走強,港股中,中國建材(3323.HK)漲超7%領漲,海螺水泥、亞洲水泥、華潤水泥均漲超2%。A股中,四川雙馬漲超9%,鄂爾多斯漲超8%,上峯水泥、天山股份漲超3%,海螺水泥、華新水泥、萬年青等紛紛上漲。據悉,今年在下游快速復工推動下,長三角地區大廠熟料價格已兩輪提價。業內人士表示,隨着下游需求不斷提升,3月上旬水泥價格將迎來季節性反彈,二季度全國水泥價格有望同比轉正。有機構認為,此輪PPI上升週期中,水泥市場內生的上行動力不可忽視,全年價格中樞存在超預期機會。

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