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水泥股續跌 水泥市場正式進入傳統淡季
格隆匯7月19日丨水泥股仍未止跌,港股市場海螺水泥和亞洲水泥跌近3%,行業龍頭海螺水泥股價創近兩年新低;A股市場上峯水泥和華新水泥跌約3%。光大證券研報認為,水泥市場現在正式進入傳統淡季,受農忙、雨水天氣偏多等多重因素共振影響,下游需求進一步走弱,單月水泥產量2.24億噸,同比減少2.9%,環比減少7.4%。2020年至今,水泥跨區域流動加劇,對區域供給平衡帶來挑戰,同時企業間協同執行力度似有減弱,供給端或在探尋新的競合平衡的過程中,後續價格暫未出現大幅上漲基礎,整體缺乏彈性。

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