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港股異動丨水泥板塊普漲 水泥價格有望迎來止跌恢復
格隆匯7月22日丨水泥板塊普漲,中國建材漲逾4%,亞洲水泥和海螺水泥漲逾3%。國盛證券最新研報稱,近期基建需求持續承壓,而地產鏈條仍有韌性,短期來看,以華東市場為代表的水泥價格有望止跌修復。隨着雨季結束,長江中下游流域需求有望季節性回升,水泥價格下調空間有限,有望逐步修復。中期來看,水泥行業本身的供需關係難以顯著邊際惡化。而且碳中和背景下隨着相關政策的出台落地,產業政策和供給約束或持續趨嚴,提升行業盈利中樞和穩定性。

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