夏季错峰生产启动 内地水泥价格上涨明显
内媒报道,内地多地近日陆续发布水泥夏季错峰生产计划。受此影响,水泥价格上涨较明显。数据显示,当前全国水泥均价每吨约463元人民币(下同),全国水泥市场价格涨势依旧。价格上涨地区主要是上海、江苏、浙江、海南、湖北等地,每吨上涨幅度介乎20元至30元;回落区域为重庆和云南,每吨回落幅度介乎20元至30元。
据《中国证券报》引述机构认为,国内水泥市场供需相对良好,尽管局部地区水泥需求因阶段性降雨影响有所偏弱,但受益於整体库存水平较低,水泥价格在旺季延续惯性上涨态势。在低库存背景下,基於後续地产赶工带来的需求超预期以及供给端约束,此轮旺季景气有望超预期。
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