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港A兩市建材水泥股走強 水泥掀起漲價潮
格隆匯 03-29 09:41
格隆匯3月29日丨港A兩市建材水泥股走強,港股中,中國建材(3323.HK)漲超4%領漲,海螺水泥、亞洲水泥漲超1%。A股中,中材國際漲超4%,上峯水泥青松建化漲超2%。近日,多地水泥市場開啟新一輪漲價潮。從華南、華東再到西南、西北地區,幾乎全國各地區主流水泥企業都進入漲價行列,涉及的水泥企業高達上百家。截至目前,已有20多個省市公佈今年重點建設項目清單,總投資規模近30萬億元。隨着各地項目的火熱開工,原材料的需求也將集中增加。有分析人士指出,與去年同期相比,當前全國水泥、熟料庫位均較低,在一定程度上為水泥熟料價格上調提供了空間。另有業內人士表示,上半年水泥量價齊升是確定的,上漲行情有望持續至5月上旬。長期來看,碳減排將推動行業高質量發展,利好龍頭企業。

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