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水泥板塊異動拉昇 行業下半年走勢或有好轉
格隆匯7月5日丨水泥板塊異動拉昇,四川雙馬一度衝擊漲停,現漲近8%;葛洲壩漲近7%,天山股份漲超3%,青松建化、祁連山小幅跟進。據發改委數據顯示,1-5月水泥行業營收同比增長16.2%,利潤總額同比下降2.0%。天風證券最新研報指出,水泥行業下半年走勢或有好轉。目前水泥企業估值已達近幾年新低,碳中和及碳達峯目標下,供給端高能耗小企業預計加快出清,大企業市佔率將進一步提升,同時區域協同性有望增強,行業格局或迎來進一步改善,估值存修復的機會。

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