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港A兩市水泥股普漲 全國水泥價格大面積上漲
格隆匯8月3日丨港A兩市水泥股普漲,港股中,山水水泥漲約3%,中國建材、華潤水泥漲超1%;A股中,華新水泥漲超4%,鄂爾多斯、中材國際、祁連山等跟漲。據悉,7月末開始,天氣逐漸好轉,各地市場需求快速恢復,廠家出貨量持續走高,加之部分地區限電加嚴,水泥價格得到有力支撐。華東地區率先步入漲價通道,其中江西地區漲幅最高達60元/噸,此外,湖南、廣西等中南地區水泥企業也陸續發佈漲價通知,漲幅在20-50元/噸。中信證券研報指出,從中長期角度看,雙碳目標抬升水泥行業成本曲線,龍頭企業具備競爭優勢,且隨着對骨料、混凝土等相關業務的佈局,打開成長空間。短期看,雖然當前水泥行業需求偏弱,但隨着逐步進入旺季,需求邊際轉好,疊加當前庫存不高,旺季提價提前,預計水泥企業的盈利穩定性高。
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