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水泥板塊走強 多地水泥價格接連上調
格隆匯 03-23 09:44
格隆匯3月23日丨水泥板塊走強,寧波富達、福建水泥雙雙漲停,上峯水泥大漲超8%,青松建化漲6%,四川金頂、天山股份、新華水泥等跟漲。中國水泥網數據顯示,近日,長三角、珠三角等熱門市場水泥企業開始大範圍通知上調水泥價格,幅度每噸10-30元。春節假期結束後,全國各地密集啟動重大項目的集中開工儀式。目前已有20多個省市公佈今年重點建設項目清單,總規模近30萬億元。興業證券李陽認為,水泥行業碳排放約佔全國總量的13%-14%,碳達峯目標有助於淘汰過剩產能,促使水泥供給端預期變化。看好海螺水泥、華新水泥等技術領先的龍頭企業。

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